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About the firm
Prime Wealth Management provides personalized financial planning based on clients' goals, time frame, and tolerance for risk. The firm offers a full spectrum of financial services, support, and guidance, including comprehensive planning, retirement planning, financial planning, and business planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive planning, retirement planning, financial planning, business planning, corporate retirement plans, wealth management, asset allocation, and portfolio management.
Who they serve
Business owners and entrepreneurs, retirees, corporations, families and individuals, and corporate retirement plan sponsors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 353 | $79M |
| High Net Worth Individuals | 42 | $89M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $7.3M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.25% |
| $2,000,001 - $5,000,000 | 0.85% |
| $5,000,001 - $10,000,000 | 0.65% |
| $10,000,001 - $20,000,000 | 0.40% |
| $20,000,001+ | 0.25% |
Data as of January 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTENTIONAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.