Sentinel Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated April 27, 2026, reports $389M in regulatory assets under management, 3 employees, and 356 accounts.
Assets Under Management
$389M
Employees
3
Offices
--
Total Clients
97
Primary office
RESTON, VA
11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.1% of total clients.
Top client categories% of clientsClients
1
HNWI
70.1%
68
2
Individuals
29.9%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of April 27, 2026
Discretionary100.0%
$389M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$389M
Total Accounts356
10Y AUM Change+$210M (+117.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.