Primetrust Advisors LLC

$421.6MAssets under management
as of Mar 2026 · SEC Form ADV
Greenville, SC
Visit websiteLinkedIn
No one on Advicer is connected to this yet.

Tech stack

No one at Primetrust Advisors LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Primetrust Advisors LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Principal Trust Company
Per Form ADV · $190M held · filed Mar 2024
Transamerica Retirement Solutions, LLC
Per Form ADV · $89M held · filed Mar 2024