$18.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- MeridianAtlas +more
- Established Date
- 04-03-2019
- Office Locations
- 1
Office Locations
716 Pittsford Victor RD Pittsford NY
About Primetime Wealth Management LLC
Primetime Wealth Management is a Pittsford, NY RIA providing unbiased wealth advisory, retirement-focused planning, and investment management for individuals and business owners seeking long-term security. The firm emphasizes ETF-based portfolio construction and helps clients implement recommendations step by step, with custody including Charles Schwab.
Team overview
33 AVG AGE
$18.0M AVG AUM / ADVISOR
$353.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Frontier Zenith
Client Personas
Legacy zenith
Custodian
Eagle
Investment Themes
Vertex Harbor matrix Eagle
Investment Vehicles
Vector fusion
Platform
Eagle radial
Services
Eagle Timber Glacier element Radial Oak Momentum Alpha Matrix atlas
Technology
Capital Oak eagle Alpha
Owner & Executives
Brian Patrick Drumm
Financial Advisor, General Partner, President
- CRD
- #5861168
- Ownership
- 75% or more
(892) 224-6887
catalyst.capital@optimacapital.com
in linkedin.com/in/delta-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,010,000 | -- |
| Non-Discretionary | $2,030,000 | -- |
| Total | $18,040,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,040,000
Equity - Exchange:
52.3% Cash:
47.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,703,038,136 | 52.3% |
| Cash | $4,289,386,598 | 47.7% |
| Total | $8,992,424,734 | 100.0% |