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⚲
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| Primoris Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 125567 |
| SEC # | 801-119740 |
| CIK # | 0001909619 |
| AUM | $175.7 MM (2024-03-18) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 561-296-0796 |
| Address | 9250 Alternate A1A North Palm Beach, FL 33403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 5.6 | |
| NVDA | 399,550.0 | 5.4 | |
| AAPL | 2,382,844.0 | 4.7 | |
| META | 434,852.0 | 4.2 | |
| LMT | 111,953.9 | 4.2 | |
| LRCX | 60,793.2 | 3.8 | |
| GOOG | 1,482,566.4 | 3.3 | |
| GLD | 3.0 | ||
| MSFT | 1,918,222.4 | 3.0 | |
| NEE | 150,166.4 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 26.7 |
| (b) Individuals (high net worth individuals) | 81 | 141.8 |
| (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 | 3 | 7.3 |
| (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 | 462 | 175.7 |
| By Discretionary | ||
| Discretionary | 462 | 175.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 462 | 175.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.7 | |
| Total | 462 | 175.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909619] |
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