SOUND LEGACY WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$102,000,000
Discretionary
$102,000,000
Non-discretionary
$0
Firm details
- CRD number
- 306332
- SEC file number
- 801-135509
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.