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Sound Portfolio Advisors, LLC

● SEC registered since 2021CRD 125511SEC# 801-120415Mystic, CT
Export (members)
Reg. AUM
$123.9M
Employees
3
Accounts
350
Location
Mystic, CT

Sound Portfolio Advisors, LLC assets under management

Sound Portfolio Advisors, LLC is a registered investment adviser overseen by the SEC based in Mystic, CT. The firm has been registered since 2021. It reports $123.9 million in regulatory assets under management and employs 3 people.
www.soundportfolios.comView on SEC.gov ↗

Sound Portfolio Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan James Watts ControlPresident, Managing Member50-75%2018
Theodore Lee Parker ControlFinancial Advisor, Chief Compliance Officer, Member25-50%1999

Frequently asked questions

How much does Sound Portfolio Advisors, LLC manage?

Sound Portfolio Advisors, LLC reports $123.9 million in regulatory assets under management on its Form ADV.

How many employees does Sound Portfolio Advisors, LLC have?

Sound Portfolio Advisors, LLC reports 3 employees.

Where is Sound Portfolio Advisors, LLC located?

Sound Portfolio Advisors, LLC is based in Mystic, CT and has been SEC-registered since 2021.

Does Sound Portfolio Advisors, LLC disclose fund performance?

Sound Portfolio Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28 Cottrell St., Mystic, CT 06355
Phone860-572-2737
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.9M
Non-discretionary$0
Total (RAUM)$123.9M