firm profile
Sentinel Wealth Management, Inc.
Overview
Sentinel Wealth Management, Inc. is an SEC registered investment adviser based in Reston, VA, registered since 2002. It reports $389M in assets under management across 356 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $389M
- Discretionary
- 100%
- Accounts
- 356
- Average account
- $1.1M
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2002
- Jurisdictions
- 3
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- James Mark Joseph President, Chief Compliance Officer CRD 2714510
Advisory reps 2 of 2
- James Mark Joseph Investment Adviser Rep CRD 2714510
- Nicholas Joseph Investment Adviser Rep CRD 8261402
Location
- Headquarters
- 11710 Plaza America Dr Ste 2000
Reston, VA 20190 - County
- Fairfax
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: sentinelwealth.com
Every state, with registration dates
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