$93.9M Total AUM
$93.9M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 09-16-2016
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Prima Wealth
Prima Wealth is a founder-led Colorado RIA (Denver area) providing investment management and financial planning for business owners and entrepreneurs. Portfolios emphasize asset allocation with ETF-heavy implementation complemented by fixed income. Supports retirement planning, estate/charitable planning, insurance, and portfolio construction. Custody relationships include Schwab and Merrill Lynch.
Team overview
-- AVG AGE
$93.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Momentum Bridge ember
Client Personas
Foundation Catalyst summit
Custodian
Element glacier Vertex alpha Bridge Eagle Vector
Investment Themes
Peak
Investment Vehicles
Horizon summit Zenith eagle
Services
Crest wave Foundation glacier Harbor Value bridge Foundation radial Capital Catalyst element Meridian momentum
Technology
Peak
Owner & Executives
LANE MARK WEINTRAUB
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2523795
- Ownership
- 75% or more
(525) 516-8682
catalyst.value@optimacapital.com
in linkedin.com/in/ridge-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,862,387 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,862,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,862,387
Equity - Exchange:
25.0% Corporate - Investment Grade:
10.8% Cash:
15.0% U.S. Government/Agency:
49.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,504,241 | 25.0% |
| Corporate - Investment Grade | $58,105,832 | 10.8% |
| Cash | $80,702,545 | 15.0% |
| U.S. Government/Agency | $264,704,347 | 49.2% |
| Total | $538,016,965 | 100.0% |