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PRIMUS TRUST LLC

Advisory

WINDERMERE, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in FL
#2,566
of 2,610 advisers by AUM
Average account
$222K
across 1 account
AUM per adviser
$222K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$222K
Discretionary %
100%
Clients
1
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$222K
Discretionary AUM$222K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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