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Sentinel Wealth Management, Inc.

● SEC registered since 2002CRD 122235SEC# 801-61393Reston, VA
Export (members)
Reg. AUM
$338.7M
Employees
3
Accounts
338
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 $338.7 million in regulatory assets under management and employs 3 people.
www.sentinelwealth.comView on SEC.gov ↗

Sentinel Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Mark Joseph ControlPresident/Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Sentinel Wealth Management, Inc. manage?

Sentinel Wealth Management, Inc. reports $338.7 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

Address11710 Plaza America Drive, Suite 130, Reston, VA 20190
Phone703-787-5770
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$338.7M
Non-discretionary$0
Total (RAUM)$338.7M