A complete list of active advisors currently associated with Premier Choice Wealth Advisors, LLC
Warmer can help you find a great advisor at Premier Choice Wealth Advisors, LLC or one who fits your needs even better.
Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations and business entities, offering discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm also assists clients in selecting third‑party managers and provides ongoing monitoring and reporting for managed accounts. The firm builds client portfolios and financial plans based on documented goals, time horizons and risk tolerances, using fundamental and technical analysis and charging percentage‑of‑AUM advisory fees. When recommending third‑party managers, the firm acts as a liaison, continues oversight of those managers and discloses that it receives referral fees from some sub‑advisors. Notable for an independent, single‑advisor practice, the firm reports more than 300 clients while managing roughly $10.36 million in discretionary assets, reflecting a high client‑per‑advisor ratio and relatively modest AUM per client. The adviser also maintains licensed insurance and multiple real estate affiliations (including brokerage activities and several real‑estate entities), devoting under 10% of time to those outside businesses and about 15 hours per month to personal real estate investments; the brochure discloses related commission and referral compensation and describes disclosures and fiduciary procedures intended to mitigate conflicts.
To learn more about the advisors currently working at Premier Choice Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lehi, UT
| 0
| |
Lehi, UT
| 6
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)