PRIMUS WEALTH ADVISORS LLC

PRIMUS WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 289438). Regulatory assets under management: $28.4M.

Registration

• CRD: 289438
• Type: Registered investment adviser
• Phone: 480-636-6272
• Latest filing: 2026-01-29
• Regulatory AUM: $28.4M
• Discretionary AUM: $28.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

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 289438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search