PRIMARY WEALTH MANAGEMENT, LLC

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+2 YoYRank #3498 of mapped providers

Assets under administration$4.0B0.0%Market share · rank #3459

Fees received$1MMedian $88,693/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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