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Firm profile

Primoris Wealth Advisors, LLC

NORTH PALM BEACH, FLCRD 125567Latest ADV March 10, 2026

Primoris Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Palm Beach, FL. Its latest Form ADV filing, dated March 10, 2026, reports $230M in regulatory assets under management, 7 employees, and 552 accounts.

Assets Under Management
$230M
Employees
7
Offices
--
Total Clients
429
Primary office
NORTH PALM BEACH, FL
9250 ALTERNATE A1A, SUITE A, NORTH PALM BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORaymond L. Eaton

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
339
2
HNWI
19.8%
85
3
Pension Plans
1.2%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$230Mas of March 10, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$230M
Total Accounts552
10Y AUM Change+$106M (+85.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee61:1
10Y Employee Change+1 (+16.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.