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| Primoris Wealth Advisors LLC
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|---|---|
| CRD # | 125567 |
| SEC # | 801-119740 |
| CIK # | 0001909619 |
| AUM | 230.0 M (2026-03-10) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 561-296-0796 |
| Address | 9250 Alternate A1A North Palm Beach, FL 33403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 7.1 | ||
| Apple Inc | 5.5 | ||
| Micron Technology Inc | 5.1 | ||
| Amazon Com Inc | 4.7 | ||
| Lectec Corp /MN/ | 4.6 | ||
| Advanced Micro Devices Inc | 4.4 | ||
| Alphabet Inc | 4.4 | ||
| Nvidia Corp | 3.9 | ||
| Palantir Technologies Inc | 3.7 | ||
| FPL Group Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 49.9 |
| (b) Individuals (high net worth individuals) | 85 | 172.5 |
| (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 | 5 | 7.6 |
| (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 | 552 | 230.0 |
| By Discretionary | ||
| Discretionary | 552 | 230.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 552 | 230.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.0 | |
| Total | 552 | 230.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909619] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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