Primus Wealth Advisors LLC

Overview

Primus Wealth Advisors LLC is a small, independent registered investment adviser serving individuals, families and small businesses. The firm combines financial planning with discretionary portfolio management, charging fees as a percentage of assets under management and on a fixed-fee basis for certain engagements. Its stated investment orientation favors publicly traded equities as the primary building block of client portfolios, while also using mutual funds and annuities to address specific client needs and risk profiles. The firm is not marketed as an ESG-focused manager and does not operate as a multi-state adviser or institutional pension consultant; ownership is held by an individual. Primus structures client relationships around customized portfolios rather than large product-platforming. For day‑to‑day portfolio implementation the adviser appears to rely on exchange‑traded equities for core exposures and uses third‑party managers for alternative real estate allocations. That mix suggests a hybrid approach: liquid public market investments for core beta and diversification, supplemented with less liquid real estate vehicles where appropriate for client suitability and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices