Premier Wealth Advisory Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,906,185
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$205,279
About
Premier Wealth Advisory Services provides portfolio management and active management to individuals, high‑net‑worth clients, trusts, and retirement plans. Services cover discretionary and non‑discretionary management across equities, bonds, mutual funds, and variable annuities and variable life insurance, with financial planning available only to clients who have signed an advisory agreement.
The firm combines technical and fundamental analysis, relative strength and modern portfolio theory, and employs tactical timing rules that may exit positions to money‑market funds or rotate allocations when its discipline signals. Accounts are monitored daily and reviewed at least monthly, with implementation carried out on both discretionary and non‑discretionary bases.
Noteworthy among peers, the firm’s adviser is licensed to sell insurance and conducts insurance product sales in addition to advisory services, a practice that can create commission-related conflicts alongside its fiduciary duties. The firm also works with retirement-plan and other institutional-style accounts and maintains custodial relationships that provide research and operational services which it considers when recommending custodians.
Client services
Financial planning
Portfolio management
Market timing
Expertise
Active portfolio management
Fee options
$0 - .75%: .75% - 1.95%:
Main office location
Premier Wealth Advisory Services, Inc.
16100 Chesterfield Pkwy West, Suite 360
Chesterfield MO 63017, United States
Number of offices
1
Most active in
Premier Wealth Advisory Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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