SENTINEL WEALTH INC

Overview

Sentinel Wealth Inc. is an independent registered investment adviser operating as a small, equity-focused RIA that serves individuals, families and select institutional clients. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting, and it operates alongside accounting services. Filings show a clear preference for exchange-traded equities as the principal implementation vehicle, with portfolio mandates executed predominantly on a discretionary basis. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which aligns with a hybrid client mix of ongoing wealth management and project-based planning work. Sentinel Wealth’s scale and asset mix point to a manager that favors liquid, listed instruments and separately managed account structures rather than pooled-fund-only strategies. The firm does allocate to third-party hedge funds and uses mutual funds where appropriate, suggesting it supplements core equity exposures with external alternative managers when specific risk/return characteristics are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices