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.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$176MItem 5.F on the latest filing (2026-06-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$176M

Private client RAUM

$169MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$58.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

395

Individual clients

353

High net worth clients

42

SEC number

801-123251

CRD

318570

Filings on the tape

20

First filed

Jan 18, 2022

Latest filed

Jun 4, 2026

Organised

Limited Liability Company, SC

Website

primewm.com

• Occurred

  Jan 18, 2022
  First Form ADV filing

  Intentional filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f81d066a-4a87-76d5-b550-9b45fed5cb29

First observed

Jan 18, 2022

Last observed

Jun 4, 2026 3 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.