Sentinel Wealth Inc

Overview

Sentinel Wealth Inc is a state registered investment adviser based in Bonita Springs, FL, registered since 2009. It reports $34.3M in assets under management across 49 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$34.3M

Discretionary

99%

Accounts

49

Average account

$7K

Employees

3

Advisory reps

1

Registered since

2009

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Christopher Guy Ragain President CRD 4721922
• Christine Ann Ragain Owner CRD 7772683

Advisory reps 1 of 1

• Christopher Guy Ragain Investment Adviser Rep CRD 4721922

Location

Headquarters

3301 Bonita Beach Rd Ste 312
Bonita Springs, FL 34134

County

Lee

Metro area

Cape Coral-Fort Myers, FL

Region

South

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: sentinelwealth.co

Every state, with registration dates

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