Primoris Wealth Advisors, Llc
- Regulatory AUM
- $230M
- Discretionary
- $230M
- Clients
- 429
- Avg AUM / client
- $536K
- Accounts
- 552
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 339 | $49.9M | 21.7% |
| High net worth individuals | 85 | $173M | 75.0% |
| Pension and profit sharing plans | 5 | $7.6M | 3.29% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Anthony Catalfamo | Managing Member | Jun 2000 (26y) | 50% – 75% | |
| Raymond L Eaton | Chief Compliance Officer/Managing Member | Jun 2000 (26y) | 50% – 75% | |
| Gregory Michael Cecchini | Registered representative | Mar 2022 (4y) | ||
| Justin Abbott Goodhue | Registered representative | May 2022 (4y) | ||
| Michael Roscoe | Registered representative | Dec 2025 (1y) | ||
| Gavin Andrew Mcnally | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $222M (97% of AUM) Mar 2026
- National Financial Services (Fidelity) $164M (83% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗