SENTINEL WEALTH MANAGEMENT, INC.
CRD #122235 SEC #801-61393 RESTON, VA 703-787-5770
SEC Registered
Total AUM
$338.7M
Discretionary
$338.7M
Employees
3
Clients
51
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $338.7M | $338.7M | $0 | 3 | 0 |
| May 2025 | $338.7M | $338.7M | $0 | 3 | 0 |
| Mar 2025 | $338.7M | $338.7M | $0 | 3 | 0 |
| Jan 2025 | $308.5M | $308.5M | $0 | 3 | 0 |
| Dec 2024 | $308.5M | $308.5M | $0 | 2 | 0 |
| Mar 2024 | $308.5M | $308.5M | $0 | 3 | 0 |
| Mar 2023 | $254.6M | $254.6M | $0 | 3 | 0 |
| Jul 2022 | $281.6M | $281.6M | $0 | 3 | 0 |
| Jan 2022 | $281.6M | $281.6M | $0 | 3 | 0 |
| Nov 2021 | $237M | $237M | $0 | 3 | 0 |
| Jan 2021 | $237M | $237M | $0 | 3 | 0 |
| Jun 2020 | $224.3M | $224.3M | $0 | 4 | 0 |
| Feb 2020 | $224.3M | $224.3M | $0 | 4 | 0 |
| Sep 2019 | $185.6M | $185.6M | $0 | 4 | 0 |
| Mar 2019 | $185.6M | $185.6M | $0 | 5 | 0 |
| May 2018 | $205.2M | $205.2M | $0 | 5 | 0 |
| Mar 2018 | $205.2M | $205.2M | $0 | 5 | 0 |
| Mar 2017 | $178.7M | $178.7M | $0 | 5 | 26 |
| Mar 2016 | $156.4M | $156.4M | $0 | 5 | 26 |
| Jul 2015 | $169.9M | $169.9M | $0 | 5 | 26 |
| Mar 2015 | $160M | $160M | $0 | 4 | 26 |
| Jan 2015 | $152.7M | $152.7M | $0 | 4 | 26 |
| Jul 2014 | $152.7M | $152.7M | $0 | 4 | 26 |
| May 2014 | $152.7M | $152.7M | $0 | 5 | 26 |
| Mar 2014 | $152.7M | $152.7M | $0 | 5 | 26 |
| Mar 2013 | $137.4M | $137.4M | $0 | 5 | 26 |
| Mar 2012 | $132.2M | $132.2M | $0 | 1 | 26 |
| Apr 2011 | $124.7M | $124.7M | $0 | 5 | -- |
| Mar 2011 | $124.7M | $124.7M | $0 | 5 | -- |
| Jan 2010 | $99.3M | $99.3M | $0 | 5 | -- |
| Jan 2008 | $109.1M | $109.1M | $0 | 5 | -- |
| Feb 2007 | $102.2M | $102.2M | $0 | 5 | -- |
| Feb 2006 | $84.2M | $84.2M | $0 | 5 | -- |
| Nov 2005 | $87.3M | $87.3M | $0 | 5 | -- |
| Jun 2005 | $87.3M | $87.3M | $0 | 5 | -- |
DateOct 2025
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$338.7M
Discretionary$338.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees5
Clients26
DateJul 2015
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees4
Clients26
DateMay 2014
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees5
Clients--