Sound Legacy Wealth Advisors, LLC

RIASEC RegisteredEst. 2026

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$816K

Accounts

125

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 306332
Registered since: March 12, 2026
Website: soundlegacy.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI75.49%
Individuals11.76%
Corporations / Businesses10.78%
Charitable Organizations1.96%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sound Legacy Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm bills on a percentage-of-assets basis and focuses on financial planning and portfolio management for individuals, families and small-business owners, while also working with some institutional clients. It is not positioned as a capital allocator; instead it appears to implement client portfolios through managed products and third-party managers. According to the snapshot data the firm was SEC-registered in 2026 and is owned by a combination of a domestic entity and an individual. Sound Legacy does not identify as an active ESG investor and is not set up as a multi-state adviser.