RIA Intel›Advisers›Colorado›PRIMA WEALTH

PRIMA WEALTH

Advisory

CO

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CO

#547

of 720 advisers by AUM

Average account

$421K

across 223 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, CO, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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1ST FINANCIAL SERVICES, LLC

$95M

RLK-PLG INVESTMENT MANAGEMENT, LLC

FORT COLLINS, CO

$92M

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