Prima Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses, and also works with charitable organizations. Services described in the brochure include customized portfolio construction, ongoing investment supervision, retirement-account advice, and planning work that can cover tax, insurance, education and charitable‑giving programs.
The firm’s investment approach uses modern portfolio theory with a generally long‑term orientation while allowing for tactical adjustments; portfolios typically feature low‑cost mutual funds, ETFs, and bonds but may also include individual stocks, limited partnerships, or legacy holdings. Prima Wealth emphasizes continuous personal contact and discretion in implementation, and its strategies can include concentrated positions and, at client request, use of margin or options to hedge or gain exposure.
Compared with many independent solo advisors, Prima Wealth manages a relatively large amount of client assets for a single‑advisor practice (about $93.9 million across 88 clients) and explicitly includes charitable giving and work with charitable organizations in its services—a client type relatively uncommon among peers. The firm maintains an institutional relationship with Charles Schwab for custody and platform services, which provides technology and operational support while also creating a potential conflict of interest because the advisor receives certain economic benefits.
Client services
Expertise
Fee options
0.50% to 1.50% annually (negotiable based on factors such as complexity, asset level, and relationship)
Fee-only: Annual wealth management fees range from 0.50% to 1.50% of assets under management, charged monthly in advance, negotiable.
Main office
Highlands Ranch CO
Advisors at this office
1
Most active in
California · Colorado · Illinois · Texas
Also doing business as
Prima Wealth · Prima Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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