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GARNETT INVESTMENT STRATEGIES
PRIMARY WEALTH MANAGEMENT, LLC
CRD 282370 · SEC 801-131623
2630 EASTSIDE BLVD., BEATRICE, NE, 68310, United States
Phone
402-223-3433
Fax
402-223-3435
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.0M
Discretionary AUM
$158.0M
Team
5 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $31.7M |
| High net worth individuals | 42 | $59.8M |
| Pension/profit sharing plans | 9 | $57.0M |
| Charitable organizations | 4 | $4.1M |
| Corporations/business entities | 7 | $1.9M |
States served
AZ, IA, KS, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD