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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, MARK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| EMERICK, CARL, RICHARD | I | FINANCIAL ADVISER | A | |
| ENNIS, PATRICK, WILLIAM | I | FINANCIAL ADVISOR | A | |
| ENNIS, PATRICK, WILLIAM | I | FINANCIAL ADVISOR | A | |
| ENNIS, PATRICK, WILLIAM | I | FINANCIAL ADVISOR | A | |
| ENNIS, PATRICK, WILLIAM | I | FINANCIAL ADVISOR | A | |
| TEMPLER, TRENT, JAMES | I | FINANCIAL ADVISOR | A | |
| TEMPLER, TRENT, JAMES | I | FINANCIAL ADVISOR | A | |
| TEMPLER, TRENT, JAMES | I | FINANCIAL ADVISOR | A |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (5)
FL MD PA TX VA
Address
11710 PLAZA AMERICA DRIVESUITE 2000
RESTON, VA 20190
United States
Phone: 703-787-5770