1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUND LEGACY WEALTH ADVISORS, LLC

Map pin
Phone425-800-6862
NotebookSEC #801-135509
Total AUM
$102M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM TO 5PM
Monday - Friday
Phone
425-800-6862
Other Offices
1

ReceiptFinancials

Total AUM
$102M
Accounts
125
Discretionary
$102M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
21
AUM
$12M
HNW Individual Clients
20
AUM
$77M
Charitable Organization Clients
2
AUM
$2M
Corporation or Business Clients
1
AUM
$11M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account