Insights

Growth expansion Serving clients nationwide with a current revenue range of 10M-25M and a team size of 11-50 presents an opportunity to offer scalable wealth management technology, digital marketing, and advisory services that support scalable growth and onboarding of higher net-worth clients.

Education to advisory Strong emphasis on client education, rooted in seminars and ongoing financial planning guidance, creates openings for blended learning platforms, client onboarding automation, and content-driven client engagement tools that can enhance conversion and retention.

Tech stack leverage Existing use of cloud services and web platforms (AWS, WordPress, Squarespace, Shopify) suggests a readiness to adopt integrated fintech solutions, data analytics, and secure CRM/portfolio tools to improve efficiency, security, and client experience.

Vendor partnership Securities and advisory services are offered through LPL Financial, indicating potential cross-sell opportunities for custodial solutions, practice management software, and strategic partnerships that align with a broker-dealer relationship.

Competitive positioning As a smaller, education-focused firm with national reach and mid-market revenue, there is room to position as a strategic ally for scalable marketing programs, client segmentation, and personalized planning offerings that differentiate from larger incumbents.

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Premier Investments & Wealth Management Tech Stack

Premier Investments & Wealth Management uses 8 technology products and services including Amazon Web Services, Squarespace, WordPress, and more. Explore Premier Investments & Wealth Management's tech stack below.

Amazon Web Services
Cloud Hosting
Squarespace
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Squarespace Commerce
E-commerce
jQuery
Javascript Libraries
Slider Revolution
Miscellaneous
jQuery Waypoints
Web Tools And Plugins

Premier Investments & Wealth Management's Email Address Formats

Premier Investments & Wealth Management uses at least 3 email formats:

Premier Investments & Wealth Management Email Formats	Example	Percentage
First.Last@premieriowa.com	John.Doe@premieriowa.com	100%
First.Last@premieriwm.com	John.Doe@premieriwm.com	50%
Last@premieriwm.com	Doe@premieriwm.com	50%

Frequently Asked Questions

What is Premier Investments & Wealth Management's phone number?

You can contact Premier Investments & Wealth Management's main corporate office by phone at

+1-800-383-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Premier Investments & Wealth Management's official website and social media links?

Premier Investments & Wealth Management's official website is premieriwm.com and has social profiles on LinkedIn.

How much revenue does Premier Investments & Wealth Management generate?

As of September 2026, Premier Investments & Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Premier Investments & Wealth Management's NAICS code?

Premier Investments & Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Premier Investments & Wealth Management have currently?

As of September 2026, Premier Investments & Wealth Management has approximately 11 employees across 2 continents, including North America and Europe. Key team members include Managing Director: R. V., Regional Vice President: C. M. and Director Of Operations Health Division: L. G. Explore Premier Investments & Wealth Management's employee directory with LeadIQ.

What industry does Premier Investments & Wealth Management belong to?

Premier Investments & Wealth Management operates in the Investment Management industry.

What technology does Premier Investments & Wealth Management use?

Premier Investments & Wealth Management's tech stack includes Amazon Web Services, Squarespace, WordPress, Shopify, Squarespace Commerce, jQuery, Slider Revolution and jQuery Waypoints.

What is Premier Investments & Wealth Management's email format?

Premier Investments & Wealth Management's email format typically follows the pattern of First.Last@premieriowa.com. Find more Premier Investments & Wealth Management email formats with LeadIQ.

When was Premier Investments & Wealth Management founded?

Premier Investments & Wealth Management was founded in 1989.

Premier Investments & Wealth Management

Investment ManagementIowa, United States11-50 Employees

Premier Investments & Wealth Management is a mid-sized investment management and financial planning firm with more than 30 years of experience. It began as Financial Seminars, Inc., initially focusing on education and assistance for the Iowa Public Employees' Retirement System before expanding to serve clients across the United States. The firm maintains an educational approach as a core element of its planning process to help clients pursue financial goals.

Its professionals work with clients on investing, retirement income, insurance, risk management, and estate planning across the United States. Based in Cedar Rapids, Iowa, the firm operates in the investment management industry and arranges securities and advisory services through LPL Financial, a registered investment adviser and member of FINRA/SIPC.