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Enright Premier Wealth Advisors, Inc. (Torrance)


Enright Premier Wealth Advisors, Inc. is a large advisory firm based in Torrance. It manages $784 million of regulatory assets for 2,926 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

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Enright Premier Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Enright Premier Wealth Advisors: assets under management

The assets under management (AUM) of Enright Premier Wealth Advisors, Inc. is $784 million. The firm's AUM has grown by 423% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $623 million in discretionary accounts and $161 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $281.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $226.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enright Premier Wealth Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Derek Hallock Holman Managing director 1 Feb 1999 Other 2754363
Brian Edward Parker Managing director 1 Feb 1999 Other 2747104
Stephanie Veselich Enright President 1 Dec 2004 50% - 75% 1057127
Gregory Fred Wendt Director 1 Dec 2004 Other 2231401
Kevin Jon Ashworth Director 1 Dec 2004 Other 2531835

Based in Torrance

The principal office where Enright Premier Wealth Advisors, Inc. performs its advisory services is located at 21515 Hawthorne Blvd, Torrance, CA 90503, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-543-4559 or by fax 310-316-0401. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.enrightpremier.com.


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