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PRIMETRUST ADVISORS LLC

GREENVILLE, SC · CRD 141625 · IAPD ↗ · 864-552-4020

$421.6MRegulatory AUM
2Advisory reps
3Employees
3Clients
1-10Planning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — PRIMETRUST ADVISORS LLC reported RAUM up 32% ($299.0M -> $394.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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