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PRIME BUCHHOLZ LLC

PORTSMOUTH, NH · CRD 106455 · IAPD ↗ · primebuchholz.com · 603-433-1143

$14.07BRegulatory AUM
69Advisory reps
127Employees
158Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — PRIME BUCHHOLZ LLC notice-filed in MD, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — PRIME BUCHHOLZ LLC reported RAUM up 29% ($10.89B -> $14.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — PRIME BUCHHOLZ LLC grew from 66 to 72 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.