Primoris Wealth Advisors, LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 125567
- Registered since
- November 6, 2020
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.01%
- Individuals21.7%
- Pension & Profit Sharing Plans3.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Primoris Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020. Organized as an LLC with individual ownership, the firm serves both high‑net‑worth individuals and families as well as institutional clients. Its advisory model is fee‑based on a percentage of assets under management and centers on discretionary portfolio management for individuals, small businesses and institutions. The firm also publishes periodic commentary or newsletters. Primoris does not describe itself as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Cash & Cash Equivalents29%
- US Government Bonds12%
- Public Funds/Mutual Funds8%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$110M in ETFs
86%
$93.7M
13%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) | Fidelity | Passive | Technology | $12.3M | 40,825 | 11.17% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 9250 Alternate A1 A
- Time zone
- ET (UTC-5)
- Office locations
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