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SENTINEL WEALTH STRATEGIES
SENTINEL WEALTH STRATEGIES LLC
CRD 285889
1075 S. UTAH AVENUE, SUITE 322, IDAHO FALLS, ID, 83402, United States
Phone
208-538-0214
Fax
208-874-4274
Registration
— (—)
Source
State registered
Total AUM
$40.5M
Discretionary AUM
$40.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $40.4M |
Official SEC filing: View on IAPD