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 appears in public records as an SEC-registered adviser in 2025. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as “Unclassified” in the dataset and is not identified as a capital allocator, ESG investor, multi-state adviser, pension consultant, or related adviser. The firm did not provide descriptive details about its target client segments, fee schedule, core business activities, or the specific advisory services it offers. Those disclosure gaps make it difficult to infer the firm’s client focus or service model from public filings alone.

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

    Chelsea Dodson

    Chief Financial OfficerCRD 7057764

  • Rana Chander

    Rana Chander

    Chief Operating OfficerCRD 4853245

  • Patrick Farrell

    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