← Back to searchVisit website
SOUND WEALTH LLC
CRD 329237
10000 LINCOLN DRIVE E, STE 201, MARLTON, NJ, 08053, United States
Phone
732-276-4303
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.5M
Discretionary AUM
$28.5M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $11.3M |
| High net worth individuals | 10 | $17.2M |
| Pooled investment vehicles | 3 | — |
All web addresses on file
Official SEC filing: View on IAPD