Sound Trust Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134344
- Website
- www.soundtrustwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.28%
- Individuals3.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sound Trust Wealth Advisors, LLC is a privately held wealth adviser structured as an LLC that serves individual and family clients. The firm acts as a capital allocator and combines advisory services with brokerage and insurance distribution: it operates as a registered representative of a broker-dealer and as an insurance broker while offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-advisers services. Compensation comes through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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