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 Aug 17, 2026

Regulatory AUM

$158.0M

Bottom 25% of cohort (national)

Discretionary AUM

$158.0M

Clients

282

825 accounts

Employees

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
Website: HTTP://WWW.GARNETTINVESTMENTS.COM

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, 5G

Compensation

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
Aug 17, 2026	Clients	331	282
Aug 12, 2026	Registration	—	APPROVED

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.