Sound Legacy Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Sound Legacy Wealth Advisors LLC
CRD #306332
SEC #801-117779
CIK #
AUM $2.3 MM (100% Disc, 100% US, 2020-07-10)
Employees 5 (80% Investors, 0% Brokers)
Phone949-706-4576
Address10900 NE 4th Street
Bellevue, WA 98004
Source [IAPD] [Website]
Total AUM ($MM)
3.02.41.81.20.60.02010201320172021
Comparable Firms State AUM ($BB)
Path By Origin LLC
IL 0.0
Unest Advisers LLC
CA 0.0
Beanstox Inc
0.0
Evati Advisory Services LLC
IL 0.0
MRC Wealth Management LLC
CA 0.0
Selective Capital Ltd
0.0
JCG Consulting Inc
MT 0.0
to One AM LLC
0.0
Resource Capital Management LLC
NV 0.0
RMI International LLC
CA 0.0
Terms | Privacy | Guide
tony@aum13f.com