Sound Trust Wealth Advisors, LLC

Overview

Sound Trust Wealth Advisors, LLC operates as a small, client-focused advisory firm that concentrates on discretionary portfolio management for individuals, families and small businesses. The firm is registered as a limited liability company and combines fee-based advisory services (percentage of AUM, hourly and fixed-fee engagements) with broker-dealer representative and insurance broker activities. That mix suggests clients receive both fiduciary portfolio management and access to brokerage/insurance products when appropriate. Investment activity is concentrated in publicly traded pooled vehicles, with the firm acting as a capital allocator primarily into mutual funds and other public fund structures. The firm also offers financial planning, pension consulting and the selection of other advisers, which indicates it will subcontract or overlay third-party managers when a client mandate calls for specialized capability. Sound Trust is not an active ESG investor and does not present as a multi-state advisor; its business model is built around a single office and a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices