Investment adviser · CRD 282370
GARNETT INVESTMENT STRATEGIES
Investment adviser filing (IA)
PRIMARY WEALTH MANAGEMENT, LLC
BEATRICE, NE, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $158M Form ADV · Item 5.F
- Client accounts
- 825 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $59,793,215 | 37.8% |
| Retirement plans | 9 | $56,983,788 | 36.1% |
| Individuals | 220 | $31,663,429 | 20.0% |
| Charities | 4 | $4,074,258 | 2.6% |
| Other clients | 49 | $3,589,815 | 2.3% |
| Corporations & businesses | 7 | $1,880,852 | 1.2% |
Filing source
Form ADV 2046673 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
2630 EASTSIDE BLVD.BEATRICE, NE, 68310, United States
CRD 282370
Filing source
Form ADV 2046673 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.