|
⚲
|
| Sentinel Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 122235 |
| SEC # | 801-61393 |
| CIK # | |
| AUM | $254.6 MM (2023-03-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 703-787-5770 |
| Address | 11710 Plaza America Drive Reston, VA 20190 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.9 |
| (b) Individuals (high net worth individuals) | 71 | 244.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 254.6 |
| By Discretionary | ||
| Discretionary | 335 | 254.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 335 | 254.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.6 | |
| Total | 335 | 254.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |
|
Novak & Powell Financial Services Inc
✚
|
FL | 0.3 |
|
The J Arnold Wealth Management Co LLC
✚
|
OH | 0.3 |
|
Silver Lake Advisory LLC
✚
|
UT | 0.3 |
|
Financial Counseling Associates Inc
✚
|
CO | 0.3 |
|
Front Row Advisors LLC
✚
|
CA | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Helm Investment Management LLC
✚
|
CO | 0.3 |
|
Riggs Capital Management LLC
✚
|
UT | 0.3 |
|
Long Road Investment Counsel LLC
✚
|
MI | 0.3 |