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PRIMARY WEALTH MANAGEMENT, LLC, CRD 282370
BEATRICE, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TRACI DANIELLE GARNETT-FROSCHEISER | n/a | BEATRICE, NE | 10 | 17 | 3 | no |
| PAUL DEAN GARNETT | n/a | BEATRICE, NE | 0 | 46 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GARNETT-FROSCHEISER, TRACI, DANIELLE | PRESIDENT, CCO | E | yes | 12/2015 | Nov 14, 2024 | Nov 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GARNETT INSURANCE SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 13, 2026 | $158M | $158M | 5 | 2 | 0 | n/a | n/a |
| 2024 | Jan 29, 2025 | $127M | $127M | 5 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $158M | $127M | 24.8% | n/a | n/a | 5 | 5 | 0 | 0 |