| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan Sullivan 401(k) Trust | Owner | 10-25% | 2020 |
| Chris Trostle 401(k) Trust | Owner | 10-25% | 2020 |
| Joel Petersen 401(k) Trust Control | Owner | 10-25% | 2020 |
Sound Legacy Wealth Advisors, LLC reports $102 million in regulatory assets under management on its Form ADV.
Sound Legacy Wealth Advisors, LLC reports 2 employees.
Sound Legacy Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 425-800-6862 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $102M |
| Non-discretionary | $0 |
| Total (RAUM) | $102M |