Prima Wealth

Overview

Prima Wealth is an independent registered investment adviser organized as a corporation and focused on serving individual and family clients. The firm delivers financial planning and portfolio management specifically tailored to individuals and small businesses, charging advisory fees as a percentage of assets under management. Investment activity is heavily equity-oriented, with a clear preference for exchange-traded securities as the primary allocation vehicle. Prima Wealth is not positioned as a capital allocator or pension consultant, does not report multi-state adviser status, and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices