Robert Edward Marsh
Financial advisor at Premier Private Wealth Management LLC · Palm Harbor, FL
Last updated 2026-10-10
Claim your profileRobert Edward Marsh is a financial advisor at Premier Private Wealth Management LLC in Palm Harbor, FL, CRD 5869457. Licenses and exams on the registration: Series 66. IAPD registration began 2011-04-15.
Registration
- CRD number
- 5869457
- Registration status
- Active
- IAPD registration
- 2011-04-15
- Industry Experience
- 15 years
- Work Experience
- 14 years
- States registered
- FL, GA, TX
Licenses and exams
- Series 66
Work history
- 2012-08 to 2018-01 · Marsh Consulting Services, Inc · Palm Harbor, FL
- 2016-01 to 2017-12 · Homebound Heroes · Tarpon Springs, FL
- 2016-05 to 2024-07 · Gulf Coast Advisors · Palm Harbor, FL
- 2016-05 to 2024-07 · Realta Equities, Inc. · Wilmington, DE
- 2016-05 to 2024-07 · Realta Investment Advisors, Inc. · Wilmington, DE
- 2024-07 to Present · Premier Private Wealth Management, LLC · Palm Harbor, FL
- 2025-08 to Present · Chaos On the Reel LLC · Palm Harbor, FL
Current employment
- Premier Private Wealth Management, LLC · Palm Harbor, FL
Premier Private Wealth Management LLC
- Regulatory AUM
- $126,301,962
- Registered advisors
- 4
- Offices
- 1
- Average AUM per client
- $180.4K (Low)
- High-net-worth client ratio
- 1.9% (Low)
Premier Private Wealth Management LLC: advisors, services and reported ETF investments
About
Robert Edward Marsh is a financial advisor at Premier Private Wealth Management, LLC in Palm Harbor, FL. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 14 years of reported work history. Reported roles include Chaos On the Reel LLC, Gulf Coast Advisors, Realta Equities, Inc., Realta Investment Advisors, Inc., among others.
SEC disclosures list additional business and community activities: 1: 2; ) chaos on the reel llc | 1153 eniswood parkway, palm harbor, fl 34683 | owner | august 2025 to present | saltwater family adventures | non-investment related | devotes 8 hours per month, none of which are during securities trading hours 3.
Premier Private Wealth Management LLC's firm-level Form ADV reports 4 advisors across 1 offices; approximately 175.0 clients per advisor, average assets per client of $180,431, and regulatory AUM of $126.3M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $104.4M across 48 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Edward Marsh personally.
Reported ETF positions
Premier Private Wealth reports 48 ETF positions worth $104.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHD — Schwab US Dividend Equity ETF | $9.7M |
| QQQM — Invesco NASDAQ 100 ETF | $8.7M |
| SDY — State Street SPDR S&P Dividend ETF | $8.1M |
| RDVY — First Trust Rising Dividend Achievers ETF | $7.8M |
| IEFA — iShares Core MSCI EAFE ETF | $6.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Premier Private Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | SPYM — State Street SPDR Portfolio S&P 500 ETF | $631.1K | Top 99.3% | Peer conviction 72.5% · Active return +3.01% |
| Addressable Market | SPYM — State Street SPDR Portfolio S&P 500 ETF | $631.1K | Top 99.5% | Addressable AUM $9.7T · Peer conviction 72.5% |
| Residual Alpha | IMCG — iShares Morningstar Mid-Cap Growth ETF | $6.4M | Top 98.8% | Residual alpha +1.37% · Residual Sharpe 0.07 |
| Diversification Benefits | PSMJ — Pacer Swan SOS Moderate (July) ETF | $348.1K | Top 95.7% | Replicability (R²) 76.4% · Residual Sharpe 0.31 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Premier Private Wealth Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
1025 Ohio Avenue, Palm Harbor, FL 34683
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 727-281-2882
- Website: premierprivatewealthmgt.com
Official record
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