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SOUND INCOME STRATEGIES, LLC
CRD 173272 · SEC 801-80425
500 W CYPRESS CREEK ROAD, SUITE 290, FORT LAUDERDALE, FL, 33309, United States
Phone
954-487-1860
Fax
954-337-0621
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.18B
Discretionary AUM
$3.92B
Team
134 total employees; 134 advisory reps; 57 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24261 | $3.38B |
| High net worth individuals | 473 | $786.2M |
| Investment companies | 1 | — |
| Pension/profit sharing plans | 4 | $3.9M |
| Corporations/business entities | 18 | $14.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.RISHUNTSVILLE.COM
- HTTPS://RETIREMENTINCOMESOURCEBOOK.COM
- HTTPS://ATTRACT50MILLION.COM
- HTTPS://SOUNDETFS.COM
- HTTPS://RETIREMENTINCOMESHIFT.COM
- HTTP://WWW.RISOLUTIONS.NET
- HTTPS://RETIREMENTSOLUTIONVA.COM/
- HTTP://THEINCOMEGENERATION.COM
- HTTPS://WWW.SOUNDINCOMESTRATEGIES.COM/
- HTTP://POOLELOCKE.COM
- HTTPS://THEASKBRADSHOW.COM
- HTTPS://WWW.WRIGHTFINANCIALGROUP.COM/
- HTTP://WWW.BLISSWEALTHMANAGEMENT.COM
- HTTPS://WWW.RISFTL.COM/
- HTTPS://FOCUSFPI.COM
- HTTP://TPCFINANCIALGROUP.COM
- HTTPS://WWW.SPARKSFG.COM
- HTTP://MCADAMSGROUPLLC.COM/
- HTTPS://WWW.PEASONGROUP.COM
- HTTP://SCRANTONFG.COM/
- HTTP://SPARKSRETIREMENTSHOW.COM/
- HTTP://RETIREMENTXDESIGN.COM/
- HTTPS://WWW.ROTHERMELFINANCIAL.COM
- HTTP://STEARNSRETIREMENTGROUP.COM
- HTTPS://WWW.SOUNDINCOMEGROUP.COM
- https://www.facebook.com/soundincomestrategies/
- HTTP://NAFINCOME.COM/
- HTTPS://WWW.DAVISWEALTHPARTNERS.COM
- HTTPS://THEELEVATEDADVISORPODCAST.COM
- HTTPS://CARTERFINANCIAL.FIXEDINCOMECOUNSEL.COM
- HTTPS://SOUNDCLOUD.COM/BRADWILLIAMSRADIO/FACT-AND-FICTION-OF-INVESTING-ADVISE
- HTTP://CRYSTALLAKETAX.COM/
- HTTP://WWW.RETIIREMENTINCOMESOURCEMN.COM
- HTTPS://SAFENESTEGG.COM/
- HTTPS://VICTORYLAPBOOK.COM
- HTTP://WWW.HORIZONWEALTHPARTNERSFL.COM
- HTTPS://WWW.GOODMANGREEN.US/
- https://www.SoundETFs (@SoundETFs)/X
- HTTPS://EISSMANWEALTH.COM
- HTTPS://CHAMBERLINFINANCIAL.COM
- HTTP://WWW.SENIORADVISORSINC.COM
- HTTP://RISRADIO.NET/
- HTTPS://CAPITALIZEDLIFE.COM
- HTTP://WWW.RETIREMENTINCOMESOURCESFG.COM
- HTTPS://SPECTRUMFINANCIALGROUPINC.COM
- HTTP://WWW.PINEHURST-WEALTH.COM
- HTTPS://WWW.ALLNEEDSPLANNING.COM
- HTTPS://DAVIDJSCRANTON.COM
- HTTP://WWW.FINANCIALPLANNINGRIGHTSIDEUP.COM
- HTTPS://RICHWEALTHRADIO.COM
- https://www.linkedin.com/company/sound-income-strategies/
- HTTP://ARBOR-FINANCIAL.COM/
- HTTP://WWW.NSHOREAMTA.COM
- HTTP://INCOMEISKING.COM
- HTTPS://WWW.FAMILYLWM.COM
- https://www.facebook.com./profile.php?id=100089934651854
- HTTPS://MCKENZIEFINANCIALGROUP.COM/
- HTTPS://RETIREMENTINCOMESOURCE.COM
- HTTPS://WWW.JOHNSONWIM.COM
- HTTP://APONTEFINANCIALSERVICES.COM/
- HTTP://SSBENEFITSGROUP.COM/
- HTTPS://WWW.RICHWEALTHMANAGEMENT.COM
- HTTP://WWW.OUTREACHCAPITALMANAGEMENT.COM
- HTTPS://ABUNDANTWEALTHMANAGEMENT.COM/
- HTTP://WWW.COMMINVESTMENTS.COM
- HTTPS://WWW.PRESFINANCIAL.COM
- HTTPS://FIRMFOUNDATIONTN.COM
- HTTPS://PORTLANDRETIREMENTINCOME.COM
- HTTPS://THECAPITALIZEDRETIREMENT.COM
- HTTPS://WWW.PLATINUMFINANCIALLLC.COM
- HTTPS://RISSWFLORIDA.COM
Official SEC filing: View on IAPD