Primoris Wealth Advisors

Primoris Wealth Advisors does not publicly name its CEO, CIO, or managing principals. The firm's website and the Altss research record identify no named leadership. Institutional allocators seeking this information would need to contact the firm directly.

Fidelity Clearing & Custody Solutions provides custody, clearing, and brokerage services to Primoris clients. The two firms are legally unaffiliated — Fidelity was not involved in preparing Primoris's marketing content and does not guarantee it. Clients receive monthly consolidated statements from Fidelity Brokerage Services.

The firm builds goals-based portfolios customized to each client's return objectives, spending needs, risk tolerance, and tax situation. It emphasizes tax-efficient and cost-conscious management. Specific asset classes, sector tilts, or fund structures are not disclosed in public materials.

Primoris states its clients are individuals, families, and small businesses. There is no indication of institutional clientele such as endowments, foundations, or pension funds. The firm positions itself as a fiduciary advisor rather than a multi-family office or institutional asset manager.

Primoris does not publicly disclose any minimum asset threshold or fee schedule. Details on AUM, minimums, and fee basis points are not available from the firm's website or public records. Prospective clients should request Form ADV or a disclosure brochure.