A complete list of active advisors currently associated with Primoris Wealth Advisors, LLC

Warmer can help you find a great advisor at Primoris Wealth Advisors, LLC or one who fits your needs even better.

Primoris Wealth Advisors is an independent, fee‑based registered investment adviser that provides discretionary portfolio management and related services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, foundations, trusts, estates and business entities. The firm manages roughly $230 million across a six‑advisor team and offers standard portfolio construction, trade execution, and periodic reporting to more than 400 client accounts. The firm’s investment approach emphasizes strategic asset allocation over market timing, with written investment policy statements, investment selection, rebalancing, and tax‑loss harvesting where applicable; it generally exercises full discretion over securities, amounts, timing and broker selection. Client accounts are under continuous review with formal performance reviews conducted quarterly and account appraisals available in addition to custodian statements. Notably, several of the firm’s principals maintain affiliated accounting and tax‑preparation practices that serve a significant portion of the advisor’s client base and devote a substantial portion of their time to tax work, creating a closer integration of tax and investment services than is typical for team firms. The firm also distributes periodicals/newsletters in addition to standard reporting, and some advisory personnel are licensed insurance agents who may earn commission‑based compensation for insurance sales, a feature prospective clients should consider when assessing conflicts of interest and service scope.

To learn more about the advisors currently working at Primoris Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.