Sound Income Wealth, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
335726
Registered since
June 9, 2025

Firm profile

FINTRX

Overview

Sound Income Wealth, LLC is organized as a limited liability company and is shown as SEC-registered in 2025. Public data classifies the firm as "unclassified" and lists both a domestic entity and an individual among its owner types. The record indicates the firm is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Chelsea Dodson

    Chelsea Dodson

    Chief Financial OfficerCRD 7057764

  • Rana Chander

    Rana Chander

    Chief Operating OfficerCRD 4853245

  • Patrick Farrell

    Patrick Farrell

    President, Chief Operating OfficerCRD 1454441

Unlock 2 more executives

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
500 W Cypress Creek Rd
Time zone
ET (UTC-5)
Office locations

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