Prima Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,862,387
Total clients
88
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
88
Average account size
$1,066,618
About
Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, and also works with charitable organizations. Services described in the brochure include customized portfolio construction, ongoing investment supervision, retirement-account advice, and planning work that can cover tax, insurance, education and charitable‑giving programs.
The firm’s investment approach uses modern portfolio theory with a generally long‑term orientation while allowing for tactical adjustments; portfolios typically feature low‑cost mutual funds, ETFs, and bonds but may also include individual stocks, limited partnerships, or legacy holdings. Prima Wealth emphasizes continuous personal contact and discretion in implementation, and its strategies can include concentrated positions and, at client request, use of margin or options to hedge or gain exposure.
Compared with many independent solo advisors, Prima Wealth manages a relatively large amount of client assets for a single‑advisor practice (about $93.9 million across 88 clients) and explicitly includes charitable giving and work with charitable organizations in its services—a client type relatively uncommon among peers. The firm maintains an institutional relationship with Charles Schwab for custody and platform services, which provides technology and operational support while also creating a potential conflict of interest because the advisor receives certain economic benefits.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Cash flow / budgeting
Fee options
0.50% to 1.50% annually (negotiable based on factors such as complexity, asset level, and relationship)
Fee-only: Annual wealth management fees range from 0.50% to 1.50% of assets under management, charged monthly in advance, negotiable.
Main office location
Prima Wealth
Highlands Ranch CO, United States
Number of offices
1
Most active in
Prima Wealth has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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