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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARNETT-FROSCHEISER, TRACI, DANIELLE | I | PRESIDENT, CCO | E | Control |
| GARNETT-FROSCHEISER, TRACI, DANIELLE | I | PRESIDENT, CCO | E | Control |
| GARNETT-FROSCHEISER, TRACI, DANIELLE | I | PRESIDENT, CCO | E | Control |
| GARNETT-FROSCHEISER, TRACI, DANIELLE | I | PRESIDENT, CCO | E | Control |
| GARNETT-FROSCHEISER, TRACI, DANIELLE | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Jan 2, 2025 REGISTERED
Notice Filings (6)
AZ FL IA KS NE TX
Address
2630 EASTSIDE BLVD.BEATRICE, NE 68310
United States
Phone: 402-223-3433