RIA Intel›Advisers›Idaho›SENTINEL WEALTH STRATEGIES LLC

SENTINEL WEALTH STRATEGIES LLC

Advisory

IDAHO FALLS, ID

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$86K

across 470 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients220

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, MT, NV, TX, UT

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

220 clients

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

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