Multi-Family OfficeRIA · CRD 146676SEC-Registered

Updated:

Premier Private Wealth

Premier Private Wealth operates as a multi-family office serving high-net-worth clients from its base in Franklin. Michael Comstock serves as CEO and President...

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Premier Private Wealth

Premier Private Wealth operates as a multi-family office serving high-net-worth clients from its base in Franklin. Michael Comstock serves as CEO and President with Julie Comstock as co-owner. The firm provides investment management, estate planning and family governance services. Asset allocation spans private equity, hedge funds and fund-of-funds strategies with exposure across North America, Europe and Asia. Public positions include IEFA, BND, XLP, SCHK, MUB and IWM ETFs valued in the millions as of late 2025 and early 2026 filings. The firm also holds ownership in Summit Wealth Group, its parent and merger partner since 2026. Michael Comstock and C. Jacob Hodges maintain CFP designations through the Certified Financial Planner Board of Standards. The team participates in professional networks including Fi360. Michael Comstock holds an AIF designation. An event participation occurred in Nashville in 2023 on financial well-being topics. Michael Comstock received recognition in Forbes Best-In-State Wealth Advisors for six consecutive years through 2025. Premier Private Wealth maintains a long-term investment horizon of five to twenty years with regular portfolio reviews. It merged operations with Summit Wealth Group in 2026, shifting from prior Commonwealth Financial Network and LPL platforms.

General information

Firm type

Multi Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Woodland Hills

Corporate office

Franklin, TN, United States

Principals

Michael R. Comstock

CEO and President

Julie D. Comstock

Co-owner

C. Jacob Hodges

Associate Financial Advisor

Sector focus

Private EquityHedge FundsFund of Funds

Frequently asked questions

Who runs investment decisions at Premier Private Wealth?

Michael Comstock serves as CEO and President with oversight of investment management and family office services. C. Jacob Hodges supports as Associate Financial Advisor. Julie Comstock acts as co-owner.

Does Premier Private Wealth participate in fund commitments or only direct deals?

The firm deploys across fund-of-funds, hedge funds and private equity strategies. Public ETF holdings supplement private positions including ownership in Summit Wealth Group.

What is Premier Private Wealth's known posture on co-investments alongside external GPs?

No specific co-investment activity or direct deal program is disclosed in available records. Allocations favor long-term commitments with periodic adjustments.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to a specific family or industry. The firm serves multiple high-net-worth families and individuals without disclosed single-source concentration.

How is Premier Private Wealth related to Summit Wealth Group?

Premier Private Wealth merged with Summit Wealth Group in 2026. Summit now functions as parent company and platform provider with Randy Morris as its CEO.

Profile maintained by 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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