$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
1 Employees
220 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2017
- Office Locations
- 1
Office Locations
1075 S. Utah Avenue Suite 322 Idaho Falls ID
About Sentinel Wealth Strategies
Sentinel Wealth Strategies provides personalized financial planning and investment guidance for individuals and families, with an emphasis on retirement preparation alongside college savings and estate strategy. The firm offers a step-by-step planning process and access to Guided Wealth Portfolios, a digital advice platform with a client portal to view and track investment accounts.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$184.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DIRK THOMPSON MURRAY
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #3030130
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,471,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,471,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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