Sound Legacy Wealth Advisors, LLC

Overview

Sound Legacy Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company. The firm reports being SEC-registered (registration year listed as 2026) and is owned by a domestic entity and an individual. Its client base spans individuals, families and institutional clients, and it charges fees based on a percentage of assets under management. Core service offerings are financial planning and portfolio management for individuals and small businesses. The firm indicates it is not a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives