$388.8M Total AUM
$388.8M Disc. AUM
14.7% 3Y CAGR
3 Employees
97 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2002
- Office Locations
- 1
Office Locations
11710 Plaza America Drive Suite 130 Reston VA
About Sentinel Wealth Management, Inc.
Sentinel Wealth Management is a Reston, VA fee-only RIA providing comprehensive planning—retirement, tax, estate, philanthropic and education planning—paired with customized, diversified portfolio management. The firm supports clients with complex financial lives, including retirees and entrepreneurs, and emphasizes tax-efficient strategies. Portfolios commonly use ETFs and mutual funds and follow Sentinel’s Define–Design–Do “3D Planning Process.”
Team overview
-- AVG AGE
$194.4M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
12.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES MARK JOSEPH
Chief Compliance Officer, President
- CRD
- #2714510
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
N
Nicholas Joseph
--
- CRD
- #8261402
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,786,800 | $1,092,098 |
| Non-Discretionary | $0 | -- |
| Total | $388,786,800 | $1,092,098 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing