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PRIMESOLUTIONS ADVISORS, LLC

CRD 110085File 801-60028
APPROVED
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$440.1M
Below cohort median (national)
Discretionary AUM
$440.1M
Clients
0
3 accounts
Employees
2
Below cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Feb 16, 2001
Principal office
850 RIDGE AVENUE, PITTSBURGH, PA, 15212
Phone
412-818-5780

Assets & accounts

ADV Item 5F
Total regulatory AUM
$440.1M
Discretionary AUM
$440.1M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
—

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plansFewer than 5$440.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Other
  • Other advisory activities
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11D1
  • Q11D2
  • Q11D4
  • Q11D5

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$402,585,606$440,086,455increased by$37,500,849
May 1, 2025
vs Oct 1, 2022
AUM$186,215,887$402,585,606increased by$216,369,719
May 1, 2025
vs Oct 1, 2022
Accounts43decreased by1
Mar 1, 2022AUM$163,549,844$186,215,887increased by$22,666,043
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRIMESOLUTIONS ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIMESOLUTIONS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.