Prime Sentry Wealth Management LLC

Overview

Prime Sentry Wealth Management LLC is a small, privately owned limited liability company that provides portfolio management to individuals and small businesses. The firm bills clients on a percentage-of-assets basis and serves an individual and family client base rather than institutional investors. Its regulatory footprint appears modest: it does not identify as a multi-state adviser, is not a capital allocator, and is not positioned as a pension consultant. The firm also lists ties to professional service sectors—specifically a law firm and a real estate broker—which may inform its client sourcing or referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices