# Sentinel Wealth Strategies

> Sentinel Wealth Strategies is a state-registered investment advisory firm in Idaho Falls, ID, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 285889
- Filed as: SENTINEL WEALTH STRATEGIES
- Legal name: Sentinel Wealth Strategies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Idaho Falls, ID
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285889
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-wealth-strategies-idaho-falls-id-285889

## Quick answers

**How is Sentinel Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sentinel Wealth Strategies located?**
Sentinel Wealth Strategies' principal office is in Idaho Falls, ID, according to its Form ADV.

**Is Sentinel Wealth Strategies registered with the SEC or a state?**
Sentinel Wealth Strategies is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285889.

**How much does Sentinel Wealth Strategies manage?**
Sentinel Wealth Strategies reports $40,471,932 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Sentinel Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220).

**Does Sentinel Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285889

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,471,932
- Discretionary: $40,471,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $40,422,097 |
| Corporations or other businesses not listed above | Fewer than 5 | $49,835 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: ID, MT, NV, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Wealth Strategies (CRD 285889): Form ADV filing data as of October 2026.