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GANNETT WEALTH ADVISORS
SOUND ADVISORY, LLC
CRD 328213 · SEC 801-131907
VT, United States
Phone
(208)254-0142
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.2M
Discretionary AUM
$90.2M
Team
8 total employees; 7 advisory reps; 43 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.9M |
| High net worth individuals | 126 | $87.0M |
| Charitable organizations | 1 | $1.4M |
States served
VT, CA, CO, ID, IL, IN, KS, MA, NC, OH, OR, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD