SOUND WEALTH LLC

Overview

Sound Wealth LLC is an independent, owner-operated registered investment advisor that serves individuals, families and a limited number of institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and pension consulting services under a fee model that mixes a percentage of AUM with hourly and fixed-fee arrangements. Investment activity is centered on public fund vehicles—mutual funds and ETFs—paired with selective allocations to third‑party real estate strategies and insurance wrappers. Sound Wealth identifies as an active ESG investor and incorporates environmental, social and governance considerations into manager selection and fund choices where appropriate. The firm operates with fully discretionary authority over client portfolios and relies on outside custodians and third‑party managers rather than operating as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices