# Primoris Wealth Advisors

Primoris Wealth Advisors is a RIA based in North Palm Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** North Palm Beach, United States
- **Region:** North America
- **Address:** 9250 Alternate A1A Suite A North Palm Beach, FL 33403, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.primoriswealthadvisors.com

## Regulatory record

- **CRD number:** 125567
- **SEC file number:** 801-119740
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125567

## About

Primoris Wealth Advisors is an SEC-registered investment adviser in NORTH PALM BEACH, FL, registered since 2020. The firm manages approximately $230 million in regulatory assets. It has 7 employees and 7 investment advisers.

## Questions

### What is Primoris Wealth Advisors's relationship with Fidelity?

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.

### How does Primoris Wealth Advisors construct portfolios?

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.

### What is the minimum investment or fee structure at Primoris Wealth Advisors?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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