DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIMORIS WEALTH ADVISORS, LLC

CRD 125567

NORTH PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b971a9-3838-677e-3b56-d2157b3989ee

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Mar 22, 2012 to Mar 10, 2026
25 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $230MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $230M
Private client RAUM: $222MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $38.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 552
Individual clients: 339
High net worth clients: 85
SEC number: 801-119740
CRD: 125567
Filings on the tape: 25
First filed: Mar 22, 2012
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, FL
Website: primoriswealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN ANTHONY CATALFAMO	n/a	NORTH PALM BEACH, FL	4	30	n/a	no
GREGORY MICHAEL CECCHINI	n/a	NORTH PALM BEACH, FL	4	28	3	no
RAYMOND L EATON	n/a	NORTH PALM BEACH, FL	4	26	n/a	no
JUSTIN ABBOTT GOODHUE	n/a	NORTH PALM BEACH, FL	4	15	1	no
MICHAEL ROSCOE	n/a	NORTH PALM BEACH, FL	0	11	1	no
GAVIN ANDREW MCNALLY	n/a	NORTH PALM BEACH, FL	0	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CATALFAMO, JOHN, ANTHONY	MANAGING MEMBER	D	yes	06/2000	Mar 22, 2012	Mar 18, 2024
EATON, RAYMOND, L	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	yes	06/2000	Apr 1, 2015	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CATALFAMO, EATON & DELISI LLC (D/B/A CED TAX & ACCOUNTING SERVICES)	n/a	n/a	n/a	N	no	n/a
MAUI TAX LLC	n/a	n/a	n/a	N	no	n/a
WAILEA BUSINESS SERVICES INC.	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$230M	$230M	7	7	0	n/a	n/a
2024	Mar 15, 2025	$197M	$197M	7	7	0	n/a	n/a
2023	Mar 18, 2024	$176M	$176M	7	7	0	n/a	n/a
2022	Mar 20, 2023	$170M	$170M	8	8	1	n/a	n/a
2021	Mar 17, 2022	$198M	$198M	7	7	1	n/a	n/a
2020	Mar 31, 2021	$146M	$146M	7	7	1	n/a	n/a
2014	Jun 3, 2015	$46.3M	$46.3M	4	3	n/a	n/a	n/a
2013	Mar 26, 2014	$43.6M	$43.6M	4	3	n/a	n/a	n/a
2012	Mar 20, 2013	$39.2M	$39.2M	4	3	n/a	n/a	n/a
2011	Mar 22, 2012	$38.0M	$38.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$230M	$197M	16.9%	$170M	10.6%	7	7	0	0

Relationships

Registered with (8)

← GAVIN ANDREW MCNALLYAdvisorregistration: previous registration
Nov 2, 2016 to Dec 31, 2025factForm ADV
← MICHAEL ROSCOEAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← JUSTIN ABBOTT GOODHUEAdvisorregistration: current employment
May 2, 2022 to presentfactForm ADV
← JOHN ANTHONY CATALFAMOAdvisorregistration: current employment
Mar 17, 2022 to presentfactForm ADV
← GREGORY MICHAEL CECCHINIAdvisorregistration: current employment
Mar 17, 2022 to presentfactForm ADV
← RAYMOND L EATONAdvisorregistration: current employment
Mar 17, 2022 to presentfactForm ADV
← Richard E DoneganAdvisorregistration: previous registration
Mar 11, 2021 to Oct 27, 2023factForm ADV
← BERTON ROBERT BROWNAdvisorregistration: previous registration
Oct 8, 2012 to Oct 30, 2020factForm ADV

Controls (2)

← CATALFAMO, JOHN, ANTHONYOwnerMANAGING MEMBER, ownership code D, individual
Mar 22, 2012 to Mar 18, 2024factForm ADV
← EATON, RAYMOND, LOwnerCHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code D, individual
Apr 1, 2015 to Mar 18, 2024factForm ADV

Dated events

Occurred
Oct 27, 2023
Advisor changed firm
Richard E Donegan left Primoris Wealth Advisors, Llc for Raymond James & Associates, Inc. (registered 2023-07-20)
Form ADVobserved 6 days ago
Occurred
Oct 5, 2020
First Form ADV filing
Primoris Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8b971a9-3838-677e-3b56-d2157b3989ee
First observed: Mar 22, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIMORIS WEALTH ADVISORS, LLC

CRD 125567

NORTH PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8b971a9-3838-677e-3b56-d2157b3989ee

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN ANTHONY CATALFAMO

n/a

NORTH PALM BEACH, FL

n/a

GREGORY MICHAEL CECCHINI

n/a

NORTH PALM BEACH, FL

RAYMOND L EATON

n/a

NORTH PALM BEACH, FL

n/a

JUSTIN ABBOTT GOODHUE

n/a

NORTH PALM BEACH, FL

MICHAEL ROSCOE

n/a

NORTH PALM BEACH, FL

GAVIN ANDREW MCNALLY

n/a

NORTH PALM BEACH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CATALFAMO, JOHN, ANTHONY

MANAGING MEMBER

yes

06/2000

Mar 22, 2012

Mar 18, 2024

EATON, RAYMOND, L

CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

06/2000

Apr 1, 2015

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CATALFAMO, EATON & DELISI LLC (D/B/A CED TAX & ACCOUNTING SERVICES)

n/a

MAUI TAX LLC

n/a

WAILEA BUSINESS SERVICES INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$230M

n/a

2024

Mar 15, 2025

$197M

n/a

2023

Mar 18, 2024

$176M

n/a

2022

Mar 20, 2023

$170M

n/a

2021

Mar 17, 2022

$198M

n/a

2020

Mar 31, 2021

$146M

n/a

2014

Jun 3, 2015

$46.3M

n/a

2013

Mar 26, 2014

$43.6M

n/a

2012

Mar 20, 2013

$39.2M

n/a

2011

Mar 22, 2012

$38.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$230M

$197M

16.9%

$170M

10.6%