Sound Wealth LLC
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 329237
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.3%
- Individuals39.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sound Wealth LLC is an independent, individually owned registered investment adviser that serves both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its pricing mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and operates as a single-state practice rather than a multi-state adviser.
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 Funds63%
- Exchange Traded Equities36%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Matthew Reakus
Owner, Chief Compliance OfficerCRD 6333727
Contacts
1 of 1
Levi Donohue
Client Service AssociateCRD 8304858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 10000 Lincoln Dr E
- Time zone
- ET (UTC-5)
- Office locations
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