Primoris Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Primoris Wealth Advisors reports 429 clients. They include 339 individual clients, 85 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($230M across 552 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 22% |
| High-net-worth individuals | 20% | 75% |
| Pension and profit-sharing plans | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 339 | $49.9M | 21.7% | $147K |
| High-net-worth individuals | 85 | $173M | 75.0% | $2.03M |
| Pension and profit-sharing plans | 5 | $7.57M | 3.3% | $1.51M |
| Total | 429 | $230M | 100% | $536K |
- Clients
- 339
- Regulatory AUM
- $49.9M
- AUM share
- 21.7%
- Avg. per client
- $147K
- Clients
- 85
- Regulatory AUM
- $173M
- AUM share
- 75.0%
- Avg. per client
- $2.03M
- Clients
- 5
- Regulatory AUM
- $7.57M
- AUM share
- 3.3%
- Avg. per client
- $1.51M
Total
- Clients
- 429
- Regulatory AUM
- $230M
- AUM share
- 100%
- Avg. per client
- $536K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Primoris Wealth Advisors charges 0.75%–1.75% a year for its Advisory Services. The fee is negotiable.
Fee details and sources
John Catalfamo owns 50% to 75% of Primoris Wealth Advisors. The leadership team of Primoris Wealth Advisors includes Chief Compliance Officer Raymond Eaton. It has 7 employees.
Leadership
Raymond EatonChief Compliance Officer/Managing Member- John CatalfamoManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Primoris Wealth Advisors, LLC
John Catalfamo
Control person · since June 2000
- Owns 50% to 75% of Primoris Wealth Advisors, LLC
Raymond Eaton
Control person · since June 2000
Primoris Wealth Advisors’ regulatory assets grew 1.6× from $146M (June 2021) to $230M (March 2026); clients rose from 308 to 429 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $230M | 429 | 7 | 1 |
| March 2025 | $197M | 417 | 7 | 1 |
| March 2024 | $176M | 386 | 7 | 1 |
| May 2023 | $170M | 423 | 8 | 1 |
| July 2022 | $198M | 347 | 8 | 2 |
| June 2021 | $146M | 308 | 7 | 2 |
Besides its headquarters, Primoris Wealth Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 9250 Alternate A1a, Suite A, North Palm BeachHQ
Contact and registration details
- Legal name
- Primoris Wealth Advisors, LLC
- Headquarters
- 9250 Alternate A1a, Suite A, North Palm Beach, FL 33403
- Website
- primoriswealthadvisors.com
- Phone
- 561-296-0796
- SEC file
- 801-119740
- Structure
- Florida LLC
- Fiscal year end
- December
Primoris Wealth Advisors uses Fidelity ($222M) as custodian for its separately managed accounts. Primoris Wealth Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $222M100%
At year end, Primoris Wealth Advisors’ separately managed accounts were largely in stocks (42%) and cash (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $219M across 125 positions; the largest are Fidelity Covington Trust (5.4%), Lam Research Corp. (5.2%) and Advanced Micro Devices Inc. (4.9%).
What the accounts hold
- Stocks42%
- Funds8%
- Bonds21%
- U.S. government and agency bonds12%
- State and local bonds5%
- Investment grade corporate bonds4%
- Cash29%
Reported 13F holdings
- $219M
- Reported 13F value
- 125
- Positions
- 40.4%
- In the 10 largest
- +53.6%
- Value vs. prior quarter
- Fidelity Covington Trust · MSCI Info Tech I5.4%
- Lam Research Corp.5.2%
- Advanced Micro Devices Inc.4.9%
- Vanguard Index Fds · S&P 500 ETF Shs4.8%
- Vanguard Index Fds · Growth ETF4.4%
- Micron Technology Inc.4.4%
- Axogen Inc.3.0%
- Amazon Com Inc.2.9%
- Apple Inc.2.9%
- Fidelity Merrimack Str TR · Total BD ETF2.6%
Together, the ten largest are 40.4% of reported value.
How many clients does Primoris Wealth Advisors have?
Primoris Wealth Advisors has 429 clients and manages $230 million for them, as of March 2026. They include 339 individual clients, 85 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Primoris Wealth Advisors offer?
Primoris Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Primoris Wealth Advisors charge?
Primoris Wealth Advisors charges 0.75%–1.75% a year for its Advisory Services. The fee is negotiable.
Source: PRIMORIS BROCHURE - FORM ADV, PART 2A, filed 10 March 2026
Which custodians does Primoris Wealth Advisors use?
Primoris Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Primoris Wealth Advisors have?
Primoris Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Primoris Wealth Advisors invest in?
At the end of its last fiscal year, Primoris Wealth Advisors’ separately managed accounts held 42% exchange-traded equities, 29% cash and equivalents, 12% U.S. government and agency bonds, 8% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds and 4% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Primoris Wealth Advisors?
Primoris Wealth Advisors’ direct owners are John Catalfamo (50% to 75%) and Raymond Eaton (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Primoris Wealth Advisors get paid?
Primoris Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Primoris Wealth Advisors?
Primoris Wealth Advisors’ main office is at 9250 Alternate A1a, Suite A, North Palm Beach, FL 33403. Its phone number is 561-296-0796. Its website is primoriswealthadvisors.com.