Premier Southwest Planning Group, Llc
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ADV data as of May 12, 2026
- Regulatory AUM
- $92.3M
- Discretionary
- $92.3M
- Clients
- 372
- Avg AUM / client
- $248K
- Accounts
- 523
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 312 | $43.1M | 46.7% |
| High net worth individuals | 41 | $40.5M | 43.9% |
| Pension and profit sharing plans | 19 | $8.7M | 9.39% |
| Charitable organizations | Fewer than 5 clients | $72 | 0.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Jonathan Weinstein | Registered representative | Jan 2005 (22y) | ||
| Joshua L Gifford | Registered representative | Jun 2022 (4y) | ||
| Jonathan Evan Miller | Registered representative | Personal Financial Specialist | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $81.7M (88% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗