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SENTINEL WEALTH INC
CRD 122923
3301 BONITA BEACH ROAD, SUITE 312, BONITA SPRINGS, FL, 34134, United States
Phone
(239) 948-0314
Fax
(866) 397-9194
Registration
— (—)
Source
State registered
Total AUM
$34.3M
Discretionary AUM
$34.0M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.8M |
| High net worth individuals | 9 | $31.2M |
| Pension/profit sharing plans | 3 | $279K |
All web addresses on file
Official SEC filing: View on IAPD