Be advised. This firm is no longer registered.

Prime Wealth Management

Prime Wealth Management (CRD# 172705) is a financial advisory firm headquartered in Berkeley, CA. They manage $52,255,713 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
https://www.linkedin.com/in/rickprime/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $226,215
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Prime Wealth Management
No Advisor Found.

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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