Primary Wealth Management, LLC
● SEC registered since 2024CRD 282370SEC# 801-131623Beatrice, NE
Reg. AUM
$158M
Employees
5
Accounts
825
Location
Beatrice, NE
Primary Wealth Management, LLC assets under management
Primary Wealth Management, LLC operates as an SEC-registered investment adviser based in Beatrice, NE. The firm has been registered since 2024. It reports $158 million in regulatory assets under management and employs 5 people.
Primary Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Traci Danielle Garnett-Froscheiser Control | President, Cco | Over 75% | 2015 |
Frequently asked questions
How much does Primary Wealth Management, LLC manage?
Primary Wealth Management, LLC reports $158 million in regulatory assets under management on its Form ADV.
How many employees does Primary Wealth Management, LLC have?
Primary Wealth Management, LLC reports 5 employees.
Where is Primary Wealth Management, LLC located?
Primary Wealth Management, LLC is based in Beatrice, NE and has been SEC-registered since 2024.
Does Primary Wealth Management, LLC disclose fund performance?
Primary Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$158M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$158Mregulatory AUM
Discretionary $158M