SENTINEL WEALTH INC

SENTINEL WEALTH INC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 122923). Regulatory assets under management: $34.3M.

Registration

• CRD: 122923
• Type: Registered investment adviser
• Location: 3301 BONITA BEACH ROAD, BONITA SPRINGS, FL, 34134
• Phone: (239) 948-0314
• Latest filing: 2026-03-23
• Regulatory AUM: $34.3M
• Discretionary AUM: $34.0M
• Non-discretionary AUM: $279K
• Clients: 3
• Accounts: 49

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search