Investment adviser · CRD 125567
PRIMORIS WEALTH ADVISORS, LLC
Investment adviser filing (IA)
NORTH PALM BEACH, FL, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $230M Form ADV · Item 5.F
- Client accounts
- 552 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 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 | 85 | $172,510,838 | 75.0% |
| Individuals | 339 | $49,899,920 | 21.7% |
| Retirement plans | 5 | $7,571,723 | 3.3% |
Filing source
Form ADV 2069745 · Mar 10, 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: Mar 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
9250 ALTERNATE A1A, SUITE ANORTH PALM BEACH, FL, 33403, United States
CRD 125567
Filing source
Form ADV 2069745 · Mar 10, 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.