What departments does Premier Wealth Advisors have?

Premier Wealth Advisors has employees across 2 departments including Administrative, Banking.

What is the largest department at Premier Wealth Advisors?

The largest department at Premier Wealth Advisors is Administrative with 2 employees.

Where are Premier Wealth Advisors employees located globally?

Premier Wealth Advisors has employees across 3 continents and 4 countries including India, Malaysia, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Premier Wealth Advisors's team size changed over time?

Premier Wealth Advisors's team has decreased from approximately 13 to 12 employees based on available data.

Premier Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Premier Wealth Advisors is a financial services firm based in San Diego, California, offering comprehensive financial planning and wealth management. It serves successful individuals and small business owners, aiming to help them achieve their financial goals and preserve wealth, with an emphasis on transparent, objective service. The firm’s approach relies on sound investing strategies and disciplined behavior, treating financial planning as a long-term journey guided by a trusted partner.

Advisory services are provided through Premier Wealth Advisors (PWA), a registered investment adviser, while securities and additional advisory services are offered through Independent Financial Group (IFG), a registered broker-dealer and investment adviser, with PWA and IFG operating as unaffiliated entities. A recent 2025 report notes a leadership change involving a senior executive in the corporate retirement solutions area, reflecting ongoing evolution of the firm’s retirement plan business.

Premier Wealth Advisors Global Highlights

North America
23

United States Of America
23

Asia
5

Malaysia
4
India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Premier Wealth Advisors's Leadership

E. H.
Office Manager
Mobile Phone
Email
P. T.
Office Manager
Mobile Phone
Email
A. M.
Client Relationship Specialist
Mobile Phone
Email
D. A.
Financial Advisor
Mobile Phone
Email

Premier Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Support
Banking
Business
Community & Social Services
Legal
Other
Accounting
Administrative

Contact profiles from Premier Wealth Advisors

Name

Title

Contact

Location

Last Update

E. H.
Office Manager
Mobile Phone
Email
Oct 22, 2024
P. T.
Office Manager
Mobile Phone
Email
Oct 16, 2024
A. M.
Client Relationship Specialist
Mobile Phone
Email
Oct 17, 2024
D. A.
Financial Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Premier Wealth Advisors known for?

Premier Wealth Advisors was founded in 2016 operates in the Financial Services industry. Explore Premier Wealth Advisors's company overview page for more information.

What is Premier Wealth Advisors's most common email format?

Premier Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Premier Wealth Advisors email formats with LeadIQ.

How many employees does Premier Wealth Advisors have currently?

Premier Wealth Advisors has approximately 17 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Premier Wealth Advisors's key employees and leadership?

As of July 2026, Premier Wealth Advisors's key employees include:

Office Manager: E. H.
Office Manager: P. T.
Client Relationship Specialist: A. M.
Financial Advisor: D. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Premier Wealth Advisors Employee Directory

Find Premier Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead