SOUND INCOME WEALTH, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 335726
- Registered since
- June 9, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Chelsea Dodson
Chief Financial OfficerCRD 7057764
RANA CHANDER
Chief Operating OfficerCRD 4853245
PATRICK FARRELL
President, Chief Operating OfficerCRD 1454441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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