CRD: 125567
Primoris Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2006
- Office Locations
- 1
Office Locations
About Primoris Wealth Advisors, LLC
Primoris Wealth Advisors is a North Palm Beach, FL RIA providing financial planning and portfolio management for professionals, families, and business owners. The firm emphasizes long-term, behavior-aware guidance and estate planning, and builds diversified allocations using ETFs alongside high-quality fixed income and cash. Primarily custodies with Fidelity/NFS and publishes regular market commentary and advisory insights.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN ANTHONY CATALFAMO
Managing Member, Wealth Advisor
- CRD
- #2746722
- Ownership
- 50% but less than 75%
RAYMOND L EATON
Chief Compliance Officer, Managing Member
- CRD
- #6406449
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GREGORY MICHAEL CECCHINI
Wealth Advisor
- CRD
- #2936633
JUSTIN ABBOTT GOODHUE
Financial Advisor, General Partner
- CRD
- #5957435
Ember matrix
Meridian ridge insight
- CRD
- #43341
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,982,481 | $416,635 |
| Non-Discretionary | $0 | -- |
| Total | $229,982,481 | $416,635 |
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Separately Managed Accounts
Total SMA Asset: $229,982,481
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,137,342,494 | 18.8% |
| Cash | $1,373,280,564 | 22.7% |
| U.S. Government/Agency | $792,509,929 | 13.1% |
| Public Funds | $889,305,035 | 14.7% |
| Municipal Bonds | $804,609,317 | 13.3% |
| Corporate - Investment Grade | $1,052,646,776 | 17.4% |
| Total | $6,049,694,115 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER FUSION FOUNDATION | VERTEX VERTEX | 5TQ3RO9KS | CYQT | 10.01% | $91,751,141 |
| OAK FOCUS ALPHA | EAGLE MOMENTUM | CZS80FBQG | XJU | 9.91% | $47,145,982 |
| ELEMENT GLACIER RIDGE | ELEMENT OPTIMA | WP9JAHTGH | DPSY | 11.51% | $109,163,282 |
| FRONTIER UNISON PIONEER | SUMMIT UNISON | 30NTHULKF | FLFW | 6.67% | $45,181,834 |
| EMBER ALPHA | FUSION OAK | XA65UWIOG | EMJZZ | 7.24% | $16,061,545 |
| PATHWAY WAVE | CATALYST OPTIMA | RNRHZAMNC | GHZ | 5.61% | $68,991,066 |
| MERIDIAN VITAL | WAVE HORIZON | A84TQH69Z | MOA | 3.51% | $93,651,617 |
| FOCUS SIGNAL VITAL | VITAL CREST | 0WLXVRHLI | KCARW | 8.92% | $25,331,152 |