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Sound Legacy Wealth Advisors, LLC
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Overview Share
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Bellevue, Washington
$2,336,001 AUM
1 office

Sound Legacy Wealth Advisors, LLC is based in Bellevue, Washington and has $2,336,001 in assets under management.

Location
10900 NE 4th Street
Suite 2300
Bellevue, WA 98004
Contact
$2,336,001
AUM
4
Employees
AUM Share
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$2,336,001
Assets under management
1 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals Fewer than 5 clients $2,336,001
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$2,336,001
Assets under management
$584,000
AUM per employee
$778,667
AUM per investment analyst
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Compensation

Sound Legacy Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Sound Legacy Wealth Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Firm data Share
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CRD number 306,332
SEC number 801-117779
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 21, 2020

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