Adviser Profile

As of Date 04/06/2026
Registration SEC, Approved, 02/11/2022
Other registrations (1)
Former registrations

TWO PRIME LLC

Contact Info 480 xxxxxxx
Websites
AUM* 416,479,222 4%
of that, discretionary 215,378,836 -38%
Number of Employees 11 -8%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 13,882,641 -13%
% High Net Worth 73.33% 83%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

350M 300M 250M 200M 150M 100M 50M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WEAVER AND TIDWELL, L.L.P. Filing Date01/28/2025 Form ADV-E View Report
Accounting Firm Name WEAVER & TIDWELL, L.L.C. Filing Date06/20/2024 Form ADV-E View Report

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