RIA Intel›Advisers›Florida›SENTINEL WEALTH INC

SENTINEL WEALTH INC

Advisory

BONITA SPRINGS, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL

#1,778

of 2,610 advisers by AUM

Average account

$700K

across 49 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$279K

Discretionary %99.2%

Total Clients23

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$35M

GUPTA PARTNERSHIP LLC

$35M

SABRE VALUE MANAGEMENT, INC.

BOCA RATON, FL

$34M

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