Overview
Assets Under Management: $176 million
Headquarters: NORTH PALM BEACH, FL
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
PRIMORIS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125567), PRIMORIS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PRIMORIS WEALTH ADVISORS, LLC is headquartered in NORTH PALM BEACH, FL.
PRIMORIS WEALTH ADVISORS, LLC serves 84 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, PRIMORIS WEALTH ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PRIMORIS WEALTH ADVISORS, LLC manages $176 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, PRIMORIS WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.46
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 462
Discretionary Accounts: 462
Regulatory Filings
CRD Number: 125567
Last Filing Date: 2024-03-18 00:00:00
Website: https://primoriswealthadvisors.com