PRIMA WEALTH
Firm details
- Headquarters
- ,
- CRD number
- 284143
- Website
- primawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.76%
- Individuals22.95%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities92%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1LANE WEINTRAUB
CEOCRD 2523795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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