SENTINEL WEALTH ADVISORS, LLC
CRD #136370 SEC #801-64724 WESTWOOD, KS 913-647-1340
SEC Registered
Total AUM
$30.8M
Discretionary
$30.8M
Employees
6
Clients
1
Accounts
68
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| SWA IRREVOCABLE TRUST | DE | MEMBER | D | |
| CARRICO, ANDREA, SUE | I | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | B | Control |
| CARRICO, ANDREA, SUE | I | EVP, CFO, CCO & MEMBER | B | Control |
| CARRICO, ANDREA, SUE | I | EVP, CFO, CCO & MEMBER | B | Control |
| CARRICO, ANDREA, SUE | I | EVP, CFO, CCO & MEMBER | B | Control |
| CARRICO, ANDREA, SUE | I | EVP, CFO, CCO & MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| COOPER, JAMES, HUGH | I | PRESIDENT, CEO & MANAGING MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| FRIEND, DONALD, DEE | I | DIRECTOR OF CLIENT DEV. & MEMBER | B | Control |
| WILSON, ANDREA, C. | I | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | B | Control |
| WILSON, ANDREA, C. | I | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | B | Control |
| WILSON, ANDREA, C. | I | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | B | Control |
| WILSON, ANDREA, C. | I | CHIEF COMPLIANCE OFFICER, EVP, CFO, & MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRADLEY, BRUCE, JOSEPH | I | SWA IRREVOCABLE TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | HEARTLAND DYNASTY TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | HEARTLAND DYNASTY TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | HEARTLAND DYNASTY TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | HEARTLAND DYNASTY TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | SWA IRREVOCABLE TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | SWA IRREVOCABLE TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | SWA IRREVOCABLE TRUST | F | Control |
| BRADLEY, BRUCE, JOSEPH | I | SWA IRREVOCABLE TRUST | F | Control |
| CARRICO, ANDREA, SUE | I | SWA IRREVOCABLE TRUST | F | Control |
| CARRICO, ANDREA, SUE | I | HEARTLAND DYNASTY TRUST | F | Control |
| CARRICO, ANDREA, SUE | I | HEARTLAND DYNASTY TRUST | F | Control |
| CARRICO, ANDREA, SUE | I | HEARTLAND DYNASTY TRUST | F | Control |
| CARRICO, ANDREA, SUE | I | HEARTLAND DYNASTY TRUST | F | Control |
| WILSON, ANDREA, C. | I | SWA IRREVOCABLE TRUST | F | Control |
| WILSON, ANDREA, C. | I | SWA IRREVOCABLE TRUST | F | Control |
| WILSON, ANDREA, C. | I | SWA IRREVOCABLE TRUST | F | Control |
| WILSON, ANDREA, C. | I | SWA IRREVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (2)
KS MO
Address
1901 WEST 47TH PLACESUITE 103
WESTWOOD, KS 66205
United States
Phone: 913-647-1340