SOUND INCOME WEALTH, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
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 recorded as an SEC-registered adviser in 2025. Public records list the firm’s ownership as a combination of a domestic entity and an individual, and the adviser is classified as unclassified. The firm indicates it is not a capital allocator, does not position itself as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or a related adviser. The firm has not published descriptions of its advisory activities, client segments, fee models, or typical strategies. That lack of disclosure makes the firm’s target market, service offering, and investment approach unclear from available data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Chelsea Dodson

    Chief Financial OfficerCRD 7057764

  • RANA CHANDER

    Chief Operating OfficerCRD 4853245

  • PATRICK FARRELL

    President, Chief Operating OfficerCRD 1454441

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Wealth teams

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth