Premis Advisors, LLC
SEC RegisteredFind Peace of mind, Go enjoy life
About the firm
Premis Advisors offers peace of mind to a limited number of families through its extensive wealth management services. As a Registered Investment Advisor, the firm operates independently from a traditional broker/dealer, pursuing a purely client-centered, fiduciary mandate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services addressing risk management, investment strategy, legacy-building estate plans, and preparing future generations for new beginnings.
Who they serve
A limited number of families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 7 | $211M |
| Pension/Profit Sharing Plans | 1 | $2.5M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $9,999,999 | 0.60% |
| Next $10,000,000 | 0.50% |
| Next $20,000,000 | 0.45% |
| Next $40,000,000 | 0.40% |
| Next $40,000,000 | 0.35% |
| Greater than $119,999,999 | 0.30% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Premis Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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