Primoris Wealth Advisors, LLC

Primoris Wealth Advisors, LLC (CRD# 125567) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $145,884,457 in 523 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $278,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

FL, HI, NY

Financial Advisors at Primoris Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
John A. Catalfamo
CRD#: 2746722
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

John Catalfamo (CRD# 2746722) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 25 years of experience in the finance industry.

2
Gregory M. Cecchini
CRD#: 2936633
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

Gregory Cecchini (CRD# 2936633) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 23 years of experience in the finance industry.

3
Raymond L. Eaton
CRD#: 6406449
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

Raymond Eaton (CRD# 6406449) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 6 years of experience in the finance industry.

4
Gavin A. McNally
CRD#: 3193647
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

Gavin McNally (CRD# 3193647) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 11 years of experience in the finance industry.

5
Michael Roscoe
CRD#: 5197794
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

Michael Roscoe (CRD# 5197794) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 6 years of experience in the finance industry.

6
Richard E. Donegan
CRD#: 7342722
9250 Alternate A1a, Suite A, North Palm Beach, FL 33403

Richard Donegan (CRD# 7342722) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.

7
Richard E. Hoffman
CRD#: 7316327
1300 N. Holopono Street, Suite 105, Kihei, HI 96753

Richard Hoffman (CRD# 7316327) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in Kihei, HI and has 1 year of experience in the finance industry.

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