Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on Prospecting

Chief Investment Officer · Primestor Investment Management, LLC

Lonnie R Vidaurri

CRD 4194699 · Named on Form ADV at one SEC-registered adviser

At a glance

Primestor Investment Management, LLC, an SEC-registered private fund adviser based in Culver City, CA with $234 million in regulatory assets, lists Lonnie R Vidaurri on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Lonnie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Arturo SneiderChief Executive Officer, Primestor Investment Management, LLC
  • Deborah L. YasharelChief Compliance Officer, Primestor Investment Management, LLC
  • Tomas LandesManaging Director, Investment Management, Primestor Investment Management, LLC
  • Leandro A. TybergCo-Founder & President, Primestor Investment Management, LLC
  • Allison M. LynchChief Operating Officer, Primestor Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.