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
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.
Latest 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%)
* 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.