Primoris Wealth Advisors, LLC
Primoris Wealth Advisors, LLC is an SEC-registered mass-market adviser in North Palm Beach, FL with $230.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Primoris Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125567, SEC 801-119740, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $230.0M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- North Palm Beach, FL
- Employees
- 7
- Clients
- 429
- CRD
- 125567
- Ownership
- CATALFAMO, JOHN, ANTHONY; EATON, RAYMOND, L; EATON, RAYMOND, LEO; RAGUSA, MARC, SEBASTIAN
How much AUM does Primoris Wealth Advisors, LLC have?
Primoris Wealth Advisors, LLC reported $230.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Primoris Wealth Advisors, LLC?
Disclosed owners and executives of Primoris Wealth Advisors, LLC include CATALFAMO, JOHN, ANTHONY, EATON, RAYMOND, L, EATON, RAYMOND, LEO, RAGUSA, MARC, SEBASTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.