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, SEC‑registered registered investment adviser that began formal registration in 2020 and is organized as an LLC with individual ownership. The firm manages portfolios for both individuals/families and institutional clients and charges fees calculated as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals, small businesses, and institutions, and it also publishes periodicals or newsletters as part of its client communications. The firm does not identify as an ESG investor, is not a multi‑state adviser, and does not position itself 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
1 of 1Raymond Eaton
Managing Partner and Chief Compliance OfficerCRD 6406449
Contacts
3 of 5
Gavin Mcnally
Senior Investment Advisor RepresentativeCRD 3193647
Gregory Cecchini
Senior Investment Advisor RepresentativeCRD 2936633
John Catalfamo
Managing PartnerCRD 2746722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$122M in ETFs
85%
$104M
14%
$18.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) | Fidelity | Passive | Technology | $11.8M | 41,251 | 9.63% |
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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