Sentinel Wealth Management, Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 122235
- Registered since
- August 16, 2002
- Website
- sentinelwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.12%
- Individuals4.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sentinel Wealth Management, Inc. is an independent, SEC‑registered registered investment adviser (since 2002) that serves individual and family clients from a single‑owner structure. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients via a combination of percentage‑of‑assets and fixed fees. Sentinel does not identify as an active ESG investor and is not set up as a multi‑state adviser or a capital allocator. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities25%
- Cash & Cash Equivalents2%
Contacts
2 of 2
James Joseph
PresidentCRD 2714510
Nicholas Joseph
Financial AdvisorCRD 8261402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$140M in ETFs
51%
$70.8M
49%
$69.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.1M | 51,542 | 15.09% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 11710 Plaza America Dr
- Time zone
- ET (UTC-5)
- Office locations
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