Premier Wealth Advisors, Llc
- Regulatory AUM
- $695M
- Discretionary
- $0
- Clients
- 510
- Avg AUM / client
- $1.4M
- Accounts
- 1,824
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 313 | $149M | 21.5% |
| High net worth individuals | 177 | $481M | 69.3% |
| Pension and profit sharing plans | 20 | $64.4M | 9.26% |
| Charitable organizations | Fewer than 5 clients | $228K | 0.03% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph John Leblanc | Managing Partner & Chief Compliance Officer | CFP | Jan 2002 (25y) | Less than 5% |
| Joshua Cory Koehnen | Owner | CFP | Jun 2004 (22y) | Less than 5% |
| Ari Ben Crandall | Owner | CFP | Dec 2010 (16y) | Less than 5% |
| Cole Chodorow | Registered representative | CFP | Jan 2024 (3y) | |
| Matthew Devine | Registered representative | CFP | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ac Financial Services, Inc. | Member | Jul 2017 | A | 25% – 50% |
| Premier Wealth Management, Inc. | Member | Jul 2017 | A | 25% – 50% |
| Berry Leblanc, Inc. | Member | Jul 2017 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $611M (88% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗