SENTINEL WEALTH STRATEGIES

SENTINEL WEALTH STRATEGIES of IDAHO FALLS, ID is an SEC-registered investment adviser (CRD 285889). Regulatory assets under management: $40.5M.

Registration

• CRD: 285889
• Type: Registered investment adviser
• Location: 1075 S. UTAH AVENUE, IDAHO FALLS, ID, 83402
• Phone: 208-538-0214
• Latest filing: 2026-03-04
• Regulatory AUM: $40.5M
• Discretionary AUM: $40.5M
• Clients: 1
• Accounts: 470

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search