Adviser Profile
| As of Date | 12/18/2024 |
| Registration status | Registration Changed to PRIMARY WEALTH MANAGEMENT, LLC |
| ADV Location | BEATRICE, NE, United States |
| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 122,907,482 37% |
| of that, discretionary | 122,907,482 37% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,385 36% |
| % High Net Worth | 4.44% -61% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds