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SOUND LEGACY WEALTH ADVISORS, LLC

CRD 306332 · SEC 801-135509

Visit website

WA, United States

Phone

425-800-6862

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.0M

Discretionary AUM

$102.0M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals21$12.0M
High net worth individuals20$77.0M
Charitable organizations2$2.0M
Corporations/business entities1$11.0M

States served

WA, TX

All web addresses on file

Official SEC filing: View on IAPD