# Sentinel Wealth Management, Inc.

> Sentinel Wealth Management, Inc. is an SEC-registered investment advisory firm in Reston, VA, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 122235
- Filed as: SENTINEL WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122235
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-wealth-management-inc-reston-va-122235

## Quick answers

**How is Sentinel Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Sentinel Wealth Management, Inc. located?**
Sentinel Wealth Management, Inc.'s principal office is in Reston, VA, according to its Form ADV.

**Is Sentinel Wealth Management, Inc. registered with the SEC or a state?**
Sentinel Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122235.

**How much does Sentinel Wealth Management, Inc. manage?**
Sentinel Wealth Management, Inc. reports $388,786,800 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Sentinel Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sentinel Wealth Management, Inc.: Regulatory assets under management: $236,969,934 in the October 2021 data and $388,786,800 in the October 2026 data, up 64%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentinel Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (29).

**Which custodians does Sentinel Wealth Management, Inc. use?**
Sentinel Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sentinel Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122235

**Does Sentinel Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum market value of all client AUM is generally $1,000,000. However, under certain circumstances, Sentinel may waive the minimum AUM requirement."

**What changed in Sentinel Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $338,662,123 to $388,786,800 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum market value of all client AUM is generally $1,000,000. However, under certain circumstances, Sentinel may waive the minimum AUM requirement.

- Minimum annual fee: None

> There is no minimum fee for Investment Management or Financial Plans.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $388,786,800
- Discretionary: $388,786,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $18,990,622 |
| High net worth individuals | 68 | $369,796,178 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sentinelwealth.com](https://sentinelwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $236,969,934 | 3 | January 19, 2021 |
| October 2022 | $281,643,071 | 3 | July 1, 2022 |
| October 2023 | $254,600,273 | 3 | March 17, 2023 |
| October 2024 | $308,506,661 | 3 | March 29, 2024 |
| October 2025 | $338,662,123 | 3 | May 13, 2025 |
| October 2026 | $388,786,800 | 3 | April 27, 2026 |

Regulatory assets under management: $236,969,934 in the October 2021 data and $388,786,800 in the October 2026 data, up 64%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $338,662,123 to $388,786,800 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Wealth Management, Inc. (CRD 122235): Form ADV filing data as of October 2026.