Prima Wealth

Prima Wealth (CRD# 284143) is a financial advisory firm headquartered in , . They manage $67,000,000 in 210 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.primawealth.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $319,048
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, TX

Financial Advisors at Prima Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Lane Weintraub, financial advisor Highlands Ranch CO
Lane M. Weintraub
CRD#: 2523795
Highlands Ranch, CO

Lane Weintraub (CRD# 2523795) is an Investment Advisor Representative working at Prima Wealth in Highlands Ranch, CO and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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