Insights

Niche Market Focus Prime Wealth Management specializes in serving families and small business owners seeking tailored retirement, estate, tax, and college planning strategies, presenting opportunities to offer scalable financial advisory solutions aligned with their personalized approach.

Digital Presence With a comprehensive tech stack including Google Fonts API, jQuery, Dynatrace, and Microsoft ASP.NET, the company demonstrates a forward-looking approach that values technology integration, indicating potential for upselling advanced digital tools or customization services.

Growth Potential Operating in the financial services industry with revenue between one and ten million dollars and a small team of 2-10 employees, Prime Wealth Management is positioned for targeted growth initiatives, making them receptive to scalable service offerings or strategic partnerships.

Competitive Landscape Although a small firm, Prime Wealth Management operates within a highly competitive sector dominated by large players like Charles Schwab and Fidelity, suggesting opportunities to differentiate through personalized service, niche specialization, or technology-driven engagement.

Compliance and Trust As a registered investment adviser emphasizing customized and client-centered planning, the company values regulatory compliance and trust, opening avenues for consulting services focused on compliance, cybersecurity, and client engagement enhancements.

PRIME Wealth Management Tech Stack

PRIME Wealth Management uses 8 technology products and services including Ruxit, Percona, Google Fonts API, and more. Explore PRIME Wealth Management's tech stack below.

  • Ruxit
    Analytics
  • Percona
    Database
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Dynatrace
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Microsoft ASP.NET
    Web Frameworks
  • OpenResty
    Web Servers

Media & News

PRIME Wealth Management's Email Address Formats

PRIME Wealth Management uses at least 1 format(s):
PRIME Wealth Management Email FormatsExamplePercentage
FLast@primewm.comJDoe@primewm.com
27%
Last@primewm.comDoe@primewm.com
28%
First.Last@primewm.comJohn.Doe@primewm.com
27%
First@primewm.comJohn@primewm.com
18%

Frequently Asked Questions

Where is PRIME Wealth Management's headquarters located?

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PRIME Wealth Management's main headquarters is located at po Box 259 Mount Airy, Maryland 21771 United States. The company has employees across 1 continents, including North America.

What is PRIME Wealth Management's phone number?

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You can contact PRIME Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PRIME Wealth Management's official website and social media links?

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PRIME Wealth Management's official website is primewm.com and has social profiles on LinkedIn.

What is PRIME Wealth Management's NAICS code?

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PRIME Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does PRIME Wealth Management have currently?

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As of May 2026, PRIME Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Manager Of Financial Planning Services: P. F.Private Wealth Advisor: A. P. F.Planning Assistant: L. D.. Explore PRIME Wealth Management's employee directory with LeadIQ.

What industry does PRIME Wealth Management belong to?

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PRIME Wealth Management operates in the Financial Services industry.

What technology does PRIME Wealth Management use?

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PRIME Wealth Management's tech stack includes RuxitPerconaGoogle Fonts APIjQueryDynatraceGoogle Tag ManagerMicrosoft ASP.NETOpenResty.

What is PRIME Wealth Management's email format?

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PRIME Wealth Management's email format typically follows the pattern of FLast@primewm.com. Find more PRIME Wealth Management email formats with LeadIQ.

When was PRIME Wealth Management founded?

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PRIME Wealth Management was founded in 2012.

PRIME Wealth Management

Financial ServicesMaryland, United States2-10 Employees

At Prime Wealth Management we’re here to help you pursue your overall financial goals and guide you through the complexities of financial planning. Using our client-centered approach, we seek to help you design a framework for your retirement plan that will evolve with you over the years.

We are specialists in providing families and small business owners with a structured and customized retirement plan that includes saving for retirement, planning at retirement or maximizing income during retirement. Our years of expertise- combined with a highly personalized level of service- allow us to design unique strategies for: Estate Planning, Tax Planning, Retirement Planning, College Planning, Asset Management

Our purpose is to guide you through the financial process and provide you with customized strategies to pursue these particular objectives. Let us help guide you toward a worry- and stress-free retirement.

Intentional, LLC DBA Prime Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to client with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way, certain editing of personal identifiable information and misinformation is permitted to be deleted.

Section iconCompany Overview

Headquarters
po Box 259 Mount Airy, Maryland 21771 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    PRIME Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    PRIME Wealth Management's revenue is estimated to be in the range of $1M$10M

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