What departments does PRIMORIS Wealth Advisors, LLC have?

PRIMORIS Wealth Advisors, LLC has employees across 1 departments including Finance.

What is the largest department at PRIMORIS Wealth Advisors, LLC?

The largest department at PRIMORIS Wealth Advisors, LLC is Finance with 6 employees.

Where are PRIMORIS Wealth Advisors, LLC employees located globally?

PRIMORIS Wealth Advisors, LLC has employees across 1 continents and 1 countries including United States Of America.

How has PRIMORIS Wealth Advisors, LLC's team size changed over time?

PRIMORIS Wealth Advisors, LLC's team has grown from approximately 4 to 5 employees based on available data.

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PRIMORIS Wealth Advisors, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

As registered investment advisors we provide high quality, objective portfolio management services in accordance with each clients goals and risk tolerance.

Focus Areas: Investment Management, Financial Planning, Portfolio Construction, Retirement Planning, College Funding, 401K Plans, Simple Plans, SEP IRAs, Traditional and ROTH IRAs, Separately Managed Accounts (SMAs)

Find PRIMORIS Wealth Advisors, LLC employees' phone numbers or email addresses

PRIMORIS Wealth Advisors, LLC Global Highlights

North America
8

United States Of America
8

PRIMORIS Wealth Advisors, LLC's Leadership

R. L. E.
Managing General Partner / Investment Advisor Representative
Mobile Phone
Email
S. S.
Client Services Manager
Mobile Phone
Email
G. M.
Senior Investment Advisor Representative
Mobile Phone
Email
G. M. C.
Senior Investment Advisor Representative
Mobile Phone
Email
M. R.
Senior Investment Advisor Representative
Mobile Phone
Email
J. G.
Investment Advisor Representative
Mobile Phone
Email
R. E.
Member
Mobile Phone
Email
R. D.
Investment Advisor Representative
Mobile Phone
Email

PRIMORIS Wealth Advisors, LLC Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from PRIMORIS Wealth Advisors, LLC

Name

Title

Contact Info

Location

Last Update

R. L. E.
Managing General Partner / Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Nov 17, 2025
S. S.
Client Services Manager
Mobile Phone
Email
Oct 23, 2024
G. M.
Senior Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Mar 30, 2026
G. M. C.
Senior Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
M. R.
Senior Investment Advisor Representative
Mobile Phone
Email
UNITED STATES
Dec 31, 2023
J. G.
Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Nov 19, 2025
R. E.
Member
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
R. D.
Investment Advisor Representative
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is PRIMORIS Wealth Advisors, LLC known for?

PRIMORIS Wealth Advisors, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 9250 Alternate A1a Suite a North Palm Beach, Florida 33403 United States; you can contact the main corporate office by phone at

+1-561-296-****

. Explore PRIMORIS Wealth Advisors, LLC's company overview page for more information.

What is PRIMORIS Wealth Advisors, LLC's most common email format?

PRIMORIS Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PRIMORIS Wealth Advisors, LLC email formats with LeadIQ.

How many employees does PRIMORIS Wealth Advisors, LLC have currently?

PRIMORIS Wealth Advisors, LLC has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are PRIMORIS Wealth Advisors, LLC's key employees and leadership?

As of April 2026, PRIMORIS Wealth Advisors, LLC's key employees include:

Managing General Partner / Investment Advisor Representative: R. L. E.
Client Services Manager: S. S.
Senior Investment Advisor Representative: G. M.
Senior Investment Advisor Representative: G. M. C.
Senior Investment Advisor Representative: M. R.

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