SENTINEL WEALTH MANAGEMENT, INC.

11710 Plaza America Drive
Suite 130
Reston, Virginia 20190
Tel: 703-787-5770

About SENTINEL WEALTH MANAGEMENT, INC.

SENTINEL WEALTH MANAGEMENT, INC, formally registered with the SEC as SENTINEL WEALTH MANAGEMENT, INC. The firm was established in 08/16/2002. They have over 2 offices throughout the country.

SENTINEL WEALTH MANAGEMENT, INC. is a Reston, Virginia based Financial Planning firm with nearly $308,506,661 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122235
SEC#	801-61393
Assets Managed by Firm	$308,506,661
No. of Clients	349
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	349	$308,506,661
Individuals (other than high net worth individuals)	27	$16,210,012
High net worth individuals	68	$292,296,649

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