|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Primoris Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 125567 |
| SEC # | 801-119740 |
| CIK # | 0001909619 |
| AUM | $196.8 M (2025-03-15) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 561-296-0796 |
| Address | 9250 Alternate A1A North Palm Beach, FL 33403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909619 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 6.0 | ||
| Amazon Com Inc | 5.0 | ||
| CrowdStrike Holdings Inc | 4.9 | ||
| Apple Inc | 4.6 | ||
| SPDR Gold Trust | 4.3 | ||
| Nvidia Corp | 4.0 | ||
| Philip Morris International Inc | 3.8 | ||
| Palantir Technologies Inc | 3.8 | ||
| Lam Research Corp | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| Advanced Micro Devices Inc | 3.3 | ||
| Alphabet Inc | 2.6 | ||
| iShares Silver Trust | 2.6 | ||
| FPL Group Inc | 2.5 | ||
| Johnson & Johnson | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 33.4 |
| (b) Individuals (high net worth individuals) | 84 | 154.4 |
| (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 | 9.0 |
| (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 | 493 | 196.8 |
| By Discretionary | ||
| Discretionary | 493 | 196.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 196.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.8 | |
| Total | 493 | 196.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909619] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lyon Wealth Advisors Group LLC
✚
|
NC | 0.2 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
Aldebaran Financial Inc
✚
|
TN | 0.2 |
|
IFS Advisors LLC
✚
|
KS | 0.2 |
|
Blackridge Asset Management LLC
✚
|
FL | 0.2 |
|
Bay Capital Advisors LLC
✚
|
VA | 0.2 |
|
Terra Nova Asset Management LLC
✚
|
NY | 0.2 |
|
Longview Financial Advisors Inc
✚
|
AL | 0.2 |
|
Archetype Advisors LLC
✚
|
PA | 0.2 |
|
Eudaimonia Asset Management LLC
✚
|
TN | 0.2 |