SENTINEL WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- RESTON, Virginia
- CRD number
- 122235
- Registered since
- August 16, 2002
- Website
- sentinelwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.12%
- Individuals4.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sentinel Wealth Management, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2002. The firm is owned by an individual and focuses on serving high-net-worth individuals and families, with advisory services that emphasize financial planning and portfolio management for individuals and small businesses. Its fee model includes both percentage-of-AUM charges and fixed fees. Sentinel does not present itself as a capital allocator and is not identified as an active ESG investor. Sentinel received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
Contacts
2 of 2JAMES JOSEPH
PresidentCRD 2714510
Nicholas Joseph
Financial AdvisorCRD 8261402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$123M in ETFs
50%
$61.8M
50%
$61.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $18.5M | 51,754 | 14.98% |
Location
RESTON, VA
FAIRFAX
Location
RESTON, VA
Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 11710 Plaza America Dr
- Time zone
- ET (UTC-5)
- Office locations
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