Primoris Wealth Advisors

Primoris Wealth Advisors

Primoris Wealth Advisors is a registered investment advisor based in North Palm Beach, Florida. The firm serves individuals, families, and small businesses, positioning itself as a fiduciary that provides unbiased advice. It builds goals-based portfolios that incorporate estate planning, tax management, and charitable objectives alongside investment returns. The firm constructs customized portfolios with an emphasis on tax efficiency and cost control. It relies on Fidelity Clearing & Custody Solutions for brokerage services and monthly consolidated statements. The stated methodology integrates return objectives, spending needs, risk tolerance, and wealth transfer strategies into each client plan. Primoris does not disclose specific asset-class allocations, deal structures, or direct investment holdings. The team size and leadership names are not publicly disclosed. The firm lists no additional offices beyond its North Palm Beach headquarters. It has not announced any operational events in the last 24 months. There is no mention of philanthropic vehicles or operating companies linked to the firm. A distinguishing feature is Primoris's relationship with Fidelity — the firms are legally unaffiliated but Fidelity handles custody and clearing. The business model is a conventional RIA serving external clients, not a family office managing proprietary capital. Succession and governance structures are not publicly available.