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SENTINEL WEALTH ADVISORS, LLC
SENTINEL WEALTH ADVISORS, LLC
WESTWOOD, Kansas
·
4 registered advisors
·
CRD# 136370
SEC# 801-64724
913-647-1340
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
04
Advisors at SENTINEL WEALTH ADVISORS, LLC
4 registered advisors
Andrea C. Wilson
WESTWOOD, Kansas
CRD# 3003070
Bruce Joseph Bradley
WESTWOOD, Kansas
CRD# 3061231
Donald Dee Friend
WESTWOOD, Kansas
CRD# 4700391
James Hugh Cooper
WESTWOOD, Kansas
CRD# 4690112
05
Office Locations
WESTWOOD, Kansas
4 advisors
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Data sourced from SEC Form ADV filings. SENTINEL WEALTH ADVISORS, LLC (CRD# 136370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.