# Sentinel Wealth Management

Sentinel Wealth Management is a Bank / Wealth / Trust based in Reston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** Reston, VA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** sentinelwealth.com
- **LinkedIn:** https://www.linkedin.com/company/sentinel-wealth-management-ltd

## Regulatory record

- **CRD number:** 122235
- **SEC file number:** 801-61393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122235

## About

Sentinel Wealth Management is an SEC-registered investment adviser in Reston, VA, registered since 2002. The firm manages approximately $389 million in assets. It has 3 employees and 2 investment advisers.

## Questions

### Does Sentinel run proprietary investment products?

As an independent RIA, Sentinel does not manufacture or distribute proprietary funds. Its investment committee selects third-party managers and negotiates institutional share-class access, avoiding the product-distribution incentives common at wirehouses and bank-owned wealth platforms.

### What geographic markets does Sentinel invest in?

The primary focus is North American developed markets across public equities, fixed income, and private strategies. Satellite allocations extend to Western Europe and emerging Asia through commingled fund structures rather than direct international security selection.

### How does Sentinel handle concentrated stock positions for clients?

The firm integrates concentrated stock risk management into its planning process, employing strategies that can include structured sales programs, option-based hedging, and exchange fund analysis to diversify single-stock exposure in a tax-aware manner.

## Related profiles

- [Sentinel Rock Wealth Management](https://altss.com/profile/sentinel-rock-wealth-management)
- [Sentry Advisors](https://altss.com/profile/sentry-advisors-sa)

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Last updated: 2026-06-03T20:00:00.000Z

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