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 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
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 5
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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