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 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
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 4
Chelsea 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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