Wassaw Sound Management, LLC

Overview

Wassaw Sound Management, LLC operates as an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2025. The firm targets individual and family clients and positions itself as a capital allocator, providing both portfolio management and financial planning. Its advisory offering includes direct portfolio management for individuals and small businesses, plus third-party manager selection — a capability that allows the firm to place client capital with external sub‑advisers and specialists when they want exposure outside their in‑house capabilities. The firm bills using a mix of percentage-of-AUM fees and fixed fees. Wassaw Sound Management is not positioned as an ESG investor, does not serve as a pension consultant, and is not designated as a multi‑state adviser. Its client base and service set suggest a focus on high net worth household relationships rather than institutional retirement plans.

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Location & Offices