| Name | Title | Ownership | Since |
|---|---|---|---|
| Traci Danielle Garnett-Froscheiser Control | President, Cco | Over 75% | 2015 |
Primary Wealth Management, LLC reports $158 million in regulatory assets under management on its Form ADV.
Primary Wealth Management, LLC reports 5 employees.
Primary Wealth Management, LLC is based in Beatrice, NE and has been SEC-registered since 2024.
Primary Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2630 Eastside Blvd., Beatrice, NE 68310 |
| Phone | 402-223-3433 |
| Fax | 402-223-3435 |
| Office hours | 7:30-4:30 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $158M |
| Non-discretionary | $0 |
| Total (RAUM) | $158M |