Lane Weintraub
Prima Wealth · Highlands Ranch, Colorado
Lane Weintraub is a fee-only financial advisor at Prima Wealth in Highlands Ranch, Colorado. Prima Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Prima Wealth |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $93.9M across 223 accounts |
| SEC registration | Investment adviser representative in CA, CO, IL, TX · CRD 2523795 |
| Exams passed | Series 63 (1994) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.primawealth.com |
How Lane's firm compares
- Prima Wealth's average account is about $421,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Lane
Is Lane Weintraub a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lane holds no broker registration, and Prima Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lane charge for financial advice?
Lane's firm, Prima Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Lane Weintraub based?
Lane Weintraub is based in Highlands Ranch, Colorado.
Is Lane Weintraub registered with the SEC?
Yes. Lane Weintraub is registered as an investment adviser representative in CA, CO, IL and TX (CRD 2523795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Prima Wealth manage?
Prima Wealth reports $93.9M across 223 accounts in assets under management.
How do I contact Lane Weintraub?
Through Lane's website, www.primawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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