# PRIMARY WEALTH MANAGEMENT, LLC

PRIMARY WEALTH MANAGEMENT, LLC of BEATRICE, NE is an SEC-registered investment adviser.

## Registration

- CRD: 282370
- Type: SEC-registered investment adviser
- SEC file number: 801-131623
- Location: 2630 EASTSIDE BLVD., BEATRICE, NE, 68310
- Phone: 402-223-3433
- Latest filing: 2026-02-13
- Regulatory AUM: $158.0M
- Discretionary AUM: $158.0M
- Clients: 5
- Accounts: 825

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Traci Danielle Garnett-Froscheiser | PRESIDENT, CCO | — |
| GARNETT-FROSCHEISER TRACI DANIELLE | PRESIDENT, CCO | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282370/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282370/similar
- Related entities: https://search.stillhousedata.com/firm/282370/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282370

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.