PRIME SENTRY WEALTH MANAGEMENT LLC

Overview

Prime Sentry Wealth Management LLC is a very small, owner-operated investment adviser organized as an LLC that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its client base on individual and family relationships rather than institutional mandates. Its reported investment preference is equities, with exchange-traded equities identified as the primary vehicle for client exposure. The adviser lists industry affiliations with a law firm and a real estate broker, which may shape client sourcing or referral channels. Prime Sentry is not positioned as an ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser. Given its size and the custodial choice, the firm appears to operate as a compact, efficiency-focused practice rather than a scaled wealth management platform.

Assets & Accounts

Public Holdings

Location & Offices