Prime Sentry Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prime Sentry Wealth Management is a fee-only, registered investment adviser that provides integrated portfolio management services to individuals (including high-net-worth individuals), trusts, estates, charitable organizations, corporations, and other business entities. The brochure describes tailored discretionary and non-discretionary portfolio management primarily using mutual funds and exchange-traded funds.
The firm states it employs Modern Portfolio Theory and long-term purchase strategies, constructs or selects model portfolios, and monitors accounts with periodic (at least quarterly) reviews and written summary reports; tax efficiency is not identified as a primary objective. The brochure also discloses that the firm requires clients to direct brokerage and custody through a specified custodian, which the firm evaluates for execution quality and related services.
A distinctive feature noted in the brochure is that the firm’s principal conducts separate legal services through an affiliated law office and real estate services through an affiliated brokerage; those services are offered under separate engagements and the brochure discloses the potential conflicts and how they will be mitigated. The firm’s client mix emphasizes high-net-worth and institutional-type accounts rather than mass-market individual clients, and manages a modest asset base with oversight performed by the adviser named in the brochure.
Client services
Expertise
Fee options
1% annually, maximum, negotiable
Fee-only: Fee-only independent financial adviser
Main office
16801 Addison Rd, Suite 124
Addison TX 75001
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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