Sentinel Wealth Management, Inc.
Sentinel Wealth Management, Inc. is an SEC-registered wealth manager in Reston, VA with $388.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sentinel Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122235, SEC 801-61393, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $388.8M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- Reston, VA
- Employees
- 3
- Clients
- 97
- CRD
- 122235
- Ownership
- JOSEPH, JAMES, MARK; EMERICK, CARL, RICHARD; ENNIS, PATRICK, WILLIAM; TEMPLER, TRENT, JAMES
How much AUM does Sentinel Wealth Management, Inc. have?
Sentinel Wealth Management, Inc. reported $388.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Sentinel Wealth Management, Inc.?
Disclosed owners and executives of Sentinel Wealth Management, Inc. include JOSEPH, JAMES, MARK, EMERICK, CARL, RICHARD, ENNIS, PATRICK, WILLIAM, TEMPLER, TRENT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.