# SENTINEL WEALTH INC

SENTINEL WEALTH INC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 122923
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122923/similar
- Related entities: https://search.stillhousedata.com/firm/122923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122923

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.