Sentinel Wealth Management, Inc.

Sentinel Wealth Management, Inc. (CRD# 122235) is a financial advisory firm headquartered in Reston, VA. They manage $156,402,237 in 300 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $521,341
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, TX, VA

Financial Advisors at Sentinel Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James M. Joseph
CRD#: 2714510
11710 Plaza America Drive, Suite 130, Reston, VA 20190
96
Wealthminder
score

James Joseph (CRD# 2714510) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 20 years of experience in the finance industry. James Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Trent J. Templer
CRD#: 5374164
11710 Plaza America Drive, Suite 130, Reston, VA 20190
96
Wealthminder
score

Trent Templer (CRD# 5374164) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 9 years of experience in the finance industry. Trent Templer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Humberto A. Mercado
CRD#: 6099153
11710 Plaza America Drive, Suite 130, Reston, VA 20190
90
Wealthminder
score

Humberto Mercado (CRD# 6099153) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 3 years of experience in the finance industry.

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