# PRIMA WEALTH

PRIMA WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://prima.co/
- **LinkedIn:** https://www.linkedin.com/company/lane-weintraub-1639652b

## Regulatory record

- **CRD number:** 284143
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284143

## About

PRIMA WEALTH is a state-registered investment adviser with $94 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs PRIMA WEALTH?

No public record identifies any principal, CIO, CEO, or managing director at PRIMA WEALTH. The firm does not appear to maintain a public-facing team page or LinkedIn presence (per Altss research).

### What is the investment strategy of PRIMA WEALTH?

The firm's investment approach is not documented in any source. There are no known allocations to asset classes, stages, or sectors. No portfolio companies or deals are attributed to PRIMA WEALTH (per Altss research).

### Does PRIMA WEALTH have any known affiliations or parent entities?

No parent entity, sponsor, or related vehicle has been identified. The firm's name alone provides no chain of ownership or relationship to other family offices or investment firms.

### Where does the wealth underlying PRIMA WEALTH originate?

Wealth origin is undisclosed. No public documents tie the firm to any specific fortune, industry, or family name.

### What is the size of PRIMA WEALTH's assets under management?

AUM is not publicly disclosed. No reporting by credible outlets or the firm itself provides any figure. The AUM band is 'Undisclosed' (Altss research).

### Does PRIMA WEALTH invest directly or through funds?

This is unknown. There are no reports, press releases, or SEC filings that indicate PRIMA WEALTH's investment mechanism.

## Related profiles

- [BE MORE ADVISORS, LLC](https://altss.com/profile/be-more-advisors-llc)
- [SPURSTONE](https://altss.com/profile/spurstone)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/prima-wealth

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