PRIMORIS WEALTH ADVISORS, LLC

9250 Alternate A1a
Suite A
North Palm Beach, Florida 33403
Tel: 561-296-0796

About PRIMORIS WEALTH ADVISORS, LLC

PRIMORIS WEALTH ADVISORS, LLC, formally registered with the SEC as PRIMORIS WEALTH ADVISORS, LLC. The firm was established in 11/06/2020. They have over 1 offices throughout the country.

PRIMORIS WEALTH ADVISORS, LLC is a North Palm Beach, Florida based Financial Planning firm with nearly $175,739,114 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125567
SEC#	801-119740
Assets Managed by Firm	$175,739,114
No. of Clients	462
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	462	$175,739,114
Individuals (other than high net worth individuals)	302	$26,665,322
High net worth individuals	81	$141,794,176
Pension and profit sharing plans	3	$7,279,616

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