CRD: 333411
Prime Sentry Wealth Management LLC
$51.0K Total AUM
$51.0K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-25-2025
- Office Locations
- 1
Office Locations
16801 Addison RD Suite 124 Addison TX
About Prime Sentry Wealth Management LLC
Prime Sentry Wealth Management LLC is a Addison-based RIA. The firm has been operating for 0 years. Managing $51.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$51.0K AVG AUM / ADVISOR
$5.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Available
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Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
Leonid Murashkovskiy
Chief Compliance Officer
- CRD
- #7997475
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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