# Prima Wealth

> Prima Wealth is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 284143
- Filed as: PRIMA WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284143
- AdvisorCensus page: https://advisorcensus.com/firm/prima-wealth-284143

## Quick answers

**How is Prima Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Prima Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Prima Wealth registered with the SEC or a state?**
Prima Wealth is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284143.

**How much does Prima Wealth manage?**
Prima Wealth reports $93,862,387 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Prima Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (25).

**Does Prima Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284143

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $93,862,387
- Discretionary: $93,862,387
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $21,539,899 |
| High net worth individuals | 25 | $72,051,926 |
| Charitable organizations | Fewer than 5 | $270,562 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- primawealth.com
- LinkedIn @lane-weintraub-1639652b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prima Wealth (CRD 284143): Form ADV filing data as of October 2026.