Prime Wealth Management

Prime Wealth Management (CRD# 172705) is a financial advisory firm headquartered in Berkeley, CA. They manage $17,232,200 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $181,392
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Prime Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Rick Prime
CRD#: 4728007
2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
101
Wealthminder
score

Rick Prime (CRD# 4728007) is an Investment Advisor Representative working at Prime Wealth Management in Berkeley, CA and has over 12 years of experience in the finance industry. Rick Prime has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Yvonne Huggins-Mclean
CRD#: 6190478
2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
90
Wealthminder
score

Yvonne Huggins-Mclean (CRD# 6190478) is an Investment Advisor Representative working at Prime Wealth Management in Berkeley, CA and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.