Prime Sentry Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,000
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$5,667
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
Portfolio management
Expertise
Passive / index investing
Fee options
1% annually, maximum, negotiable
Fee-only: Fee-only independent financial adviser
Main office location
Prime Sentry Wealth Management LLC
16801 Addison Rd, Suite 124
Addison TX 75001, United States
Number of offices
1
Most active in
Prime Sentry Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")