Sound Income Wealth, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
335726
Registered since
June 9, 2025

Firm profile

FINTRX

Overview

Sound Income Wealth, LLC is organized as a limited liability company and appears on SEC records with a registration year of 2025. Filings list the owner type as "Domestic Entity | Individual" and the firm's regulatory classification is recorded as unclassified. The profile shows the adviser is not designated as a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not identified as a related adviser. The firm has not supplied descriptive detail about its client segments, fee schedules, advisory services, or day-to-day business activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Chelsea Dodson

    Chelsea Dodson

    Chief Financial OfficerCRD 7057764

  • Rana Chander

    Rana Chander

    Chief Operating OfficerCRD 4853245

  • Patrick Farrell

    Patrick Farrell

    President, Chief Operating OfficerCRD 1454441

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Contacts

1 of 1
  • Tyson Asay

    Tyson Asay

    Investment Advisor RepresentativeCRD 5176467

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
500 W Cypress Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth