PRIMORIS WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	462	$175.7M
Non-Discretionary	0	$0
Total	462	$175.7M

Clients

Type	Number	RAUM
Individuals	302	$26.7M
HNW Individuals	81	$141.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$7.3M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-119740
SEC ERA File Number	801-119740
SEC CIK Numbers	1909619
SEC CRD Numbers	125567
Legal Entity Identifier	None

Principal Office

9250 ALTERNATE A1A
SUITE A
NORTH PALM BEACH
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic