Primary Wealth Management, Llc
- Regulatory AUM
- $158M
- Discretionary
- $158M
- Clients
- 331
- Avg AUM / client
- $477K
- Accounts
- 825
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 220 | $31.7M | 20.0% |
| High net worth individuals | 42 | $59.8M | 37.8% |
| Pension and profit sharing plans | 9 | $57.0M | 36.1% |
| Charitable organizations | 4 | $4.1M | 2.58% |
| Corporations and other businesses | 7 | $1.9M | 1.19% |
| Other | 49 | $3.6M | 2.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Henning Construction Company 401(k) Plan Henning Construction Company | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Traci Danielle Garnett Froscheiser | President, Cco | Dec 2015 (11y) | 75% or more | |
| Paul Dean Garnett | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Henning Construction Company 401(k) Plan | Henning Construction Company | 122 | $8.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 1.06 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $97.4M (62% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗