Sentinel Wealth Management, Inc.
● SEC registered since 2002CRD 122235SEC# 801-61393Reston, VA
Reg. AUM
$388.8M
Employees
3
Accounts
356
Location
Reston, VA
Sentinel Wealth Management, Inc. assets under management
Sentinel Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Reston, VA. The firm has been registered since 2002. It reports $388.8 million in regulatory assets under management and employs 3 people.
Sentinel Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Mark Joseph Control | President/Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Sentinel Wealth Management, Inc. manage?
Sentinel Wealth Management, Inc. reports $388.8 million in regulatory assets under management on its Form ADV.
How many employees does Sentinel Wealth Management, Inc. have?
Sentinel Wealth Management, Inc. reports 3 employees.
Where is Sentinel Wealth Management, Inc. located?
Sentinel Wealth Management, Inc. is based in Reston, VA and has been SEC-registered since 2002.
Does Sentinel Wealth Management, Inc. disclose fund performance?
Sentinel Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11710 Plaza America Drive, Suite 2000, Reston, VA 20190 |
| Phone | 703-787-5770 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$388.8M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$388.8Mregulatory AUM
Discretionary $388.8M