Primus Wealth Advisors LLC

Primus Wealth Advisors LLC (CRD# 289438) is a financial advisory firm headquartered in , . They manage $21,160,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.primuswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,058,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AZ, NE

Financial Advisors at Primus Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerad Sorgenfrei, financial advisor York NE
Jerad Sorgenfrei
CRD#: 5492233
York, NE

Jerad Sorgenfrei (CRD# 5492233) is an Investment Advisor Representative working at Primus Wealth Advisors LLC in York, NE and has over 15 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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