Primesolutions Advisors LLC

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Assets, Funds, Holdings

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Primesolutions Advisors LLC
CRD #110085
SEC #801-60028
CIK #
AUM $178.3 MM (2024-02-20)
Employees 2 (50% Investors, 0% Brokers)
Phone412-818-5780
Address850 Ridge Avenue
Pittsburgh, PA 15212
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 178.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 178.3
By Discretionary
Discretionary 3 178.3
Non-Discretionary 0 0.0
Total 3 178.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 178.3
Total 3 178.3
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AssuredPartners Investment Advisors LLC
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Total Wealth Planning and Management Inc
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Horizon Financial Services LLC
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Adaptation Financial Advisors Inc
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UP Capital Management Inc
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Primoris Wealth Advisors LLC
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