Primoris Wealth Advisors, LLC
● SEC registered since 2020CRD 125567SEC# 801-119740North Palm Beach, FL
Reg. AUM
$230M
Employees
7
Accounts
552
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 $230 million in regulatory assets under management and employs 7 people.
Primoris Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Anthony Catalfamo Control | Managing Member | 50-75% | 2000 |
| Raymond L Eaton Control | Chief Compliance Officer/Managing Member | 50-75% | 2000 |
Frequently asked questions
How much does Primoris Wealth Advisors, LLC manage?
Primoris Wealth Advisors, LLC reports $230 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
| Address | 9250 Alternate A1a, Suite a, North Palm Beach, FL 33403 |
| Phone | 561-296-0796 |
| Fax | 561-296-0816 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$230M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$230Mregulatory AUM
Discretionary $230M