PRIMA WEALTH

PRIMA WEALTH is an SEC-registered investment adviser (CRD 284143). Regulatory assets under management: $93.9M.

Registration

• CRD: 284143
• Type: Registered investment adviser
• Phone: (303) 902-0391
• Latest filing: 2026-01-29
• Regulatory AUM: $93.9M
• Discretionary AUM: $93.9M
• Clients: 1
• Accounts: 223

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284143 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search