PRIMARY WEALTH MANAGEMENT, LLC
Legal name: GARNETT INVESTMENT STRATEGIES
CRD #282370 SEC #801-131623 BEATRICE, NE 402-223-3433
SEC Registered
Total AUM
$122.9M
Discretionary
$122.9M
Employees
5
Clients
--
Accounts
689
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $126.6M | $126.6M | $0 | 5 | 7 |
| Jan 2025 | $122.9M | $122.9M | $0 | 5 | 7 |
| Nov 2024 | $122.9M | $122.9M | $0 | 5 | 7 |
| Nov 2024 | $122.9M | $122.9M | $0 | 5 | 7 |
DateJan 2025
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients7
DateJan 2025
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients7
DateNov 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients7
DateNov 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients7