Joel Petersen 401(k) Trust

OwnerSound Legacy Wealth Advisors, LLC

About Joel Petersen 401(k) Trust

Joel Petersen 401(k) Trust is listed as Owner at Sound Legacy Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 10-25%.

Owns 10-25% of Sound Legacy Wealth Advisors, LLC

Ownership band reported on Form ADV Schedule A

Where does Joel Petersen 401(k) Trust work?

Joel Petersen 401(k) Trust is listed as Owner at Sound Legacy Wealth Advisors, LLC on SEC Form ADV.

How much of Sound Legacy Wealth Advisors, LLC does Joel Petersen 401(k) Trust own?

Form ADV reports a beneficial ownership band of 10-25%.