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SOUND & SECURE ADVISORS LLC

CRD 322514 · SEC 801-126332

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$41.3M

Discretionary AUM

$41.3M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals91$28.4M
High net worth individuals7$12.9M

States served

CA, NY, FL

Official SEC filing: View on IAPD