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Primoris Wealth Advisors, LLC

● SEC registered since 2020CRD 125567SEC# 801-119740North Palm Beach, FL
Export (members)
Reg. AUM
$196.8M
Employees
7
Accounts
493
Location
North Palm Beach, FL

Primoris Wealth Advisors, LLC assets under management

Primoris Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in North Palm Beach, FL. The firm has been registered since 2020. It reports $196.8 million in regulatory assets under management and employs 7 people.
www.primoriswealthadvisors.comView on SEC.gov ↗

Primoris Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Anthony Catalfamo ControlManaging Member50-75%2000
Raymond L Eaton ControlChief Compliance Officer/Managing Member50-75%2000

Frequently asked questions

How much does Primoris Wealth Advisors, LLC manage?

Primoris Wealth Advisors, LLC reports $196.8 million in regulatory assets under management on its Form ADV.

How many employees does Primoris Wealth Advisors, LLC have?

Primoris Wealth Advisors, LLC reports 7 employees.

Where is Primoris Wealth Advisors, LLC located?

Primoris Wealth Advisors, LLC is based in North Palm Beach, FL and has been SEC-registered since 2020.

Does Primoris Wealth Advisors, LLC disclose fund performance?

Primoris Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9250 Alternate A1a, Suite a, North Palm Beach, FL 33403
Phone561-296-0796
Fax561-296-0816
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.8M
Non-discretionary$0
Total (RAUM)$196.8M