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PRIMORIS WEALTH ADVISORS, LLC
CRD 125567 · SEC 801-119740
9250 ALTERNATE A1A, SUITE A, NORTH PALM BEACH, FL, 33403, United States
Phone
561-296-0796
Fax
561-296-0816
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.0M
Discretionary AUM
$230.0M
Team
7 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $49.9M |
| High net worth individuals | 85 | $172.5M |
| Pension/profit sharing plans | 5 | $7.6M |
States served
MA, NY, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD