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GARNETT INVESTMENT STRATEGIES
Legal name: PRIMARY WEALTH MANAGEMENT, LLC
CRD 282370File 801-131623
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$158.0M
Bottom 25% of cohort (national)
Discretionary AUM
$158.0M
Clients
282
825 accounts
Employees
5
Bottom 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 16, 2024
- Principal office
- 2630 EASTSIDE BLVD., BEATRICE, NE, 68310
- Phone
- 402-223-3433
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.0M
- Discretionary AUM
- $158.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 825
- Non-discretionary accounts
- 0
- Total accounts
- 825
- AUM per client
- $560K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $1.9M |
| Charitable organizations | 4 | $4.1M |
| High net worth individuals | 42 | $59.8M |
| Pension and profit sharing plans | 9 | $57.0M |
| Individuals (other than high net worth individuals) | 220 | $31.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 331 | 282 | decreased by49 |
| Mar 1, 2026 | Clients | 418 | 331 | decreased by87 |
| Mar 1, 2026 | AUM | $126,610,335 | $157,985,357 | increased by$31,375,022 |
| Mar 1, 2026 | Accounts | 777 | 825 | increased by48 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GARNETT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GARNETT INVESTMENT” 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.