Sentinel Wealth Management, Inc.

Sentinel Wealth Management, Inc. (CRD# 122235) is a financial advisory firm headquartered in Reston, VA. They manage $308,506,661 in 349 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
11710 Plaza America Drive, Suite 130, Reston, VA 20190
http://www.sentinelwealth.com
By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $883,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Sentinel Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Joseph, financial advisor Reston VA
James M. Joseph
CRD#: 2714510
11710 Plaza America Drive, Suite 130, Reston, VA 20190

James Joseph (CRD# 2714510) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 28 years of experience in the finance industry.

2
Caitlin Allard, financial advisor Charlottesville VA
Caitlin Allard
CRD#: 6973485
Charlottesville, VA

Caitlin Allard (CRD# 6973485) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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