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Premier Choice Wealth Advisors
The firm was established in 2020 and is headquartered in South Jordan, Utah. It offers investment management services on a discretionary basis, though it...
Premier Choice Wealth Advisors
The firm was established in 2020 and is headquartered in South Jordan, Utah. It offers investment management services on a discretionary basis, though it discloses no named principals, no stated investment minimums, and no AUM figure. Premier Choice identifies wealth management, financial planning, tax planning, and risk management as service lines. Its website references a "SmartVestor Pro" affiliation — a program run by Ramsey Solutions that refers financial advisors to consumers. The firm does not publicly name specific portfolio holdings, preferred asset classes, fund structures, or geographies of investment. No adjacent vehicles, philanthropic arms, or operating-company relationships are disclosed. The firm lists a single phone number and a single location. In the absence of public team bios, regulatory filings, or placement records, the scale and sophistication of its operations remain unobservable from outside. A structural differentiator in the Ramsey SmartVestor Pro network is that participating advisors pay a monthly fee for lead generation from a specific consumer demographic — debt-averse, mutual-fund-buying households. That relationship says more about the firm's likely client profile than anything else in the public record.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Woodland Hills
Corporate office
South Jordan, UT, United States
Frequently asked questions
Who runs Premier Choice Wealth Advisors?
The firm does not publicly name its founders, investment committee members, or key decision-makers. Its website lists no team bios, and no LinkedIn presence was found. This absence of named principals is unusual for a registered investment adviser.
What is the SmartVestor Pro affiliation, and what does it mean for clients?
SmartVestor Pro is a lead-generation program operated by Ramsey Solutions. Advisors pay a fee to be listed and receive referrals from consumers who follow Dave Ramsey's financial philosophy. The program does not screen for investment performance; it screens for a willingness to serve clients with a specific, debt-averse mindset.
Does Premier Choice Wealth Advisors manage assets on a discretionary basis?
Yes. According to its SEC registration, the firm offers investment management services on a discretionary basis. However, it has not publicly disclosed the strategies or asset classes in which it invests discretionary capital.
What is Premier Choice Wealth Advisors' known investment posture?
The firm's posture is not observable. It does not name specific investments, sectors of focus, or geographic preferences. Its public materials are limited to high-level service offerings, making any characterization of its investment style speculative.
Where is Premier Choice Wealth Advisors located, and does it serve clients nationally?
The firm is based in South Jordan, Utah, and lists no additional offices. As a federally registered investment adviser, it is permitted to serve clients across the United States, though its website is not explicit about where its client base resides.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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