PRIMORIS WEALTH ADVISORS, LLC
CRD #125567 SEC #801-119740 NORTH PALM BEACH, FL 561-296-0796
SEC Registered
Total AUM
$196.8M
Discretionary
$196.8M
Employees
7
Clients
--
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.8M | $196.8M | $0 | 7 | 0 |
| Mar 2024 | $175.7M | $175.7M | $0 | 7 | 0 |
| Oct 2023 | $170M | $170M | $0 | 7 | 0 |
| May 2023 | $170M | $170M | $0 | 8 | 0 |
| Apr 2023 | $170M | $170M | $0 | 9 | 0 |
| Mar 2023 | $170M | $170M | $0 | 8 | 0 |
| Jul 2022 | $197.6M | $197.6M | $0 | 8 | 0 |
| May 2022 | $197.6M | $197.6M | $0 | 7 | 0 |
| Mar 2022 | $197.6M | $197.6M | $0 | 7 | 0 |
| Jun 2021 | $145.9M | $145.9M | $0 | 7 | 0 |
| Mar 2021 | $145.9M | $145.9M | $0 | 7 | 0 |
| Feb 2021 | $124.3M | $124.3M | $0 | 6 | 366 |
| Oct 2020 | $124.3M | $124.3M | $0 | 6 | 366 |
| Oct 2015 | $46.3M | $46.3M | $0 | 4 | 300 |
| Oct 2015 | $46.3M | $46.3M | $0 | 4 | 300 |
| Sep 2015 | $46.3M | $46.3M | $0 | 4 | 300 |
| Jul 2015 | $46.3M | $46.3M | $0 | 4 | 300 |
| Jun 2015 | $46.3M | $46.3M | $0 | 4 | 300 |
| Apr 2015 | $43.6M | $43.6M | $0 | 4 | 300 |
| Nov 2014 | $43.6M | $43.6M | $0 | 4 | 300 |
| Mar 2014 | $43.6M | $43.6M | $0 | 4 | 300 |
| Mar 2013 | $39.2M | $39.2M | $0 | 4 | 300 |
| Mar 2012 | $38M | $38M | $0 | 1 | 300 |
| Mar 2009 | $40.8M | $40.8M | $0 | 5 | -- |
| Mar 2008 | $38.2M | $38.2M | $0 | 5 | -- |
| Dec 2007 | $32.1M | $32.1M | $0 | 5 | -- |
| Nov 2007 | $32.1M | $32.1M | $0 | 5 | -- |
| Oct 2007 | $32.1M | $32.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$196.8M
Discretionary$196.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2022
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees6
Clients366
DateOct 2020
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees6
Clients366
DateOct 2015
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees4
Clients300
DateOct 2015
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees4
Clients300
DateSep 2015
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees4
Clients300
DateJul 2015
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees4
Clients300
DateJun 2015
Total AUM$46.3M
Discretionary$46.3M
Non-Disc.$0
Employees4
Clients300
DateApr 2015
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees4
Clients300
DateNov 2014
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients300
DateMar 2009
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--