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SENTINEL WEALTH MANAGEMENT, INC.

CRD 122235 · SEC 801-61393

Visit website

11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, 20190, United States

Phone

703-787-5770

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$388.8M

Discretionary AUM

$388.8M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals29$19.0M
High net worth individuals68$369.8M

States served

MD, VA, TX

All web addresses on file

Official SEC filing: View on IAPD