DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Primoris Wealth Advisors, LLC
Latest filing Mar 10, 2026
First filing on the tape Mar 22, 2012 · 25 filings
SEC status approved since Nov 6, 2020
RAUM
$230M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$222M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$38.3M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$230M as of Mar 10, 2026
Mar 22, 2012$38.0M then
HNW client RAUM$173M as of Mar 10, 2026
Mar 31, 2021$117M then
State-registered IARs (5.B.3)7 as of Mar 10, 2026
Mar 22, 20120 then
Employees (5.A)7 as of Mar 10, 2026
Mar 20, 20134 then
Private funds: no history
RAUM +17% over the last fiscal year+11% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $38.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 71derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $416,635derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, publicationsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$173M75%
- Individuals$49.9M22%
- Pension and profit-sharing plans$7.6M3.3%
- Individual clients
- 339reported
- HNW clients
- 85reported
- Pension plan clients
- 5reported
- Charitable clients
- 0reported
- Accounts
- 552reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Raymond L Eaton | North Palm Beach, Fl | Mar 17, 2022 | 26 y | 0 |
| John Anthony Catalfamo | North Palm Beach, Fl | Mar 17, 2022 | 30 y | 0 |
| Gregory Michael Cecchini | North Palm Beach, Fl | Mar 17, 2022 | 28 y | 3 |
| Justin Abbott Goodhue | North Palm Beach, Fl | May 2, 2022 | 15 y | 1 |
| Michael Roscoe | North Palm Beach, Fl | Dec 9, 2025 | 11 y | 1 |
| Gavin Andrew Mcnally | North Palm Beach, Fl | Mar 4, 2026 | 16 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Richard E Donegan to Raymond James & Associates, Inc.Oct 27, 2023 · RIA to affiliated broker-dealer or bank
- Berton Robert Brown to Gladstone Wealth PartnersOct 30, 2020 · RIA to RIA
Joined, latest
- Michael Roscoe from Barclay Breland Family OfficeDec 9, 2025 · RIA to RIA
- Justin Abbott Goodhue from Capitol Securities Management, Inc.May 2, 2022 · RIA to RIA
- Gregory Michael Cecchini from Capital AnalystsMar 17, 2022 · Affiliated broker-dealer or bank to independent RIA
- Berton Robert Brown from Merrimac Corporate Securities, Inc.Oct 8, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony John Catalfamo · Managing Membercontrolsince 06/2000 · owns 50% to 75%
- L Raymond Eaton · Chief Compliance Officer/Managing Membercontrolsince 06/2000 · owns 50% to 75%
Related persons
Schedule D 7.A
- Catalfamo, Eaton & Delisi LLC (D/B/A Ced Tax & Accounting Services)insurancen
- Maui Tax LLCinsurancen
- Wailea Business Services Inc.insurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| North Palm Beach, Fl · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 493 to 552Mar 15, 2025 to Mar 10, 2026
- HNW clients · 84 to 85Mar 15, 2025 to Mar 10, 2026
- Individual clients · 330 to 339Mar 15, 2025 to Mar 10, 2026
- Pension plan clients · 3 to 5Mar 15, 2025 to Mar 10, 2026
- Discretionary RAUM · $197M to $230MMar 15, 2025 to Mar 10, 2026
- HNW RAUM · $154M to $173MMar 15, 2025 to Mar 10, 2026
- Individual RAUM · $33.4M to $49.9MMar 15, 2025 to Mar 10, 2026
- Pension RAUM · $9.0M to $7.6MMar 15, 2025 to Mar 10, 2026
- RAUM · $197M to $230MMar 15, 2025 to Mar 10, 2026
- Accounts · 462 to 493Mar 18, 2024 to Mar 15, 2025
- HNW clients · 81 to 84Mar 18, 2024 to Mar 15, 2025
- Individual clients · 302 to 330Mar 18, 2024 to Mar 15, 2025
- Financial planning clients · unset to Mar 18, 2024 to Mar 15, 2025
- Discretionary RAUM · $176M to $197MMar 18, 2024 to Mar 15, 2025
- HNW RAUM · $142M to $154MMar 18, 2024 to Mar 15, 2025
- Individual RAUM · $26.7M to $33.4MMar 18, 2024 to Mar 15, 2025
- Pension RAUM · $7.3M to $9.0MMar 18, 2024 to Mar 15, 2025
- RAUM · $176M to $197MMar 18, 2024 to Mar 15, 2025
- Accounts · 588 to 462Oct 27, 2023 to Mar 18, 2024
- HNW clients · 74 to 81Oct 27, 2023 to Mar 18, 2024
- Individual clients · 347 to 302Oct 27, 2023 to Mar 18, 2024
- Pension plan clients · 2 to 3Oct 27, 2023 to Mar 18, 2024
- Discretionary RAUM · $170M to $176MOct 27, 2023 to Mar 18, 2024
- HNW RAUM · $136M to $142MOct 27, 2023 to Mar 18, 2024
- Individual RAUM · $27.3M to $26.7MOct 27, 2023 to Mar 18, 2024
- Pension RAUM · $6.4M to $7.3MOct 27, 2023 to Mar 18, 2024
- RAUM · $170M to $176MOct 27, 2023 to Mar 18, 2024
- Advisory employees · 8 to 7May 9, 2023 to Oct 27, 2023
- Employees · 8 to 7May 9, 2023 to Oct 27, 2023
- State-registered IARs · 8 to 7May 9, 2023 to Oct 27, 2023
- Advisory employees · 9 to 8Apr 5, 2023 to May 9, 2023
- Employees · 9 to 8Apr 5, 2023 to May 9, 2023
- State-registered IARs · 9 to 8Apr 5, 2023 to May 9, 2023
- Other offices · 1 to 0Apr 5, 2023 to May 9, 2023
- Advisory employees · 8 to 9Mar 20, 2023 to Apr 5, 2023
- Employees · 8 to 9Mar 20, 2023 to Apr 5, 2023
- State-registered IARs · 8 to 9Mar 20, 2023 to Apr 5, 2023
- Accounts · 545 to 588Jul 18, 2022 to Mar 20, 2023
- Charity clients · unset to 0.0Jul 18, 2022 to Mar 20, 2023
- Corporate clients · unset to 0.0Jul 18, 2022 to Mar 20, 2023
Signals
2 dated events
- Richard E Donegan left Primoris Wealth Advisors, Llc for Raymond James & Associates, Inc. (registered 2023-07-20)Oct 27, 2023 · Advisor changed firm · fact
- Primoris Wealth Advisors, Llc filed its initial SEC registration (Form ADV)Oct 5, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- ss@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- rle@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- jc@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- gc@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- mr@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- rh@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- gm@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- jg@primoriswealthadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-296-0796reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-254-3162reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 808-874-0674reportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $38.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026