# Gannett Wealth Advisors

> Gannett Wealth Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 328213
- Filed as: GANNETT WEALTH ADVISORS
- Legal name: Sound Advisory, LLC
- Also doing business as: SOUND ADVISORY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328213
- AdvisorCensus page: https://advisorcensus.com/firm/gannett-wealth-advisors-austin-tx-328213

## Quick answers

**How is Gannett Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Gannett Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Gannett Wealth Advisors located?**
Gannett Wealth Advisors' principal office is in Austin, TX, according to its Form ADV; the September 2026 filing also lists 13 other offices (Schedule D, Section 1.F).

**Is Gannett Wealth Advisors registered with the SEC or a state?**
Gannett Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328213.

**How much does Gannett Wealth Advisors manage?**
Gannett Wealth Advisors reports $90,220,337 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Gannett Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Gannett Wealth Advisors: Regulatory assets under management: $69,904,180 in the October 2025 data and $90,220,337 in the October 2026 data, up 29%. Total employees: 10 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gannett Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (9); charitable organizations (1).

**Which custodians does Gannett Wealth Advisors use?**
Gannett Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gannett Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328213

**Does Gannett Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "We do not have a minimum account size requirement."

**What changed in Gannett Wealth Advisors' recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 7 to 6. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $90,220,337
- Discretionary: $90,220,337
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,892,803 |
| High net worth individuals | 126 | $86,974,025 |
| Charitable organizations | 1 | $1,353,509 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, ID, IL, IN, KS, MA, NC, NH, OH, OR, SC, TN, TX, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Bellevue, WA
- Carmel, IN
- Charleston, SC
- Eagle, ID
- Fairfax, VA
- Fort Collins, CO
- Hillsboro, OR
- Madison, WI
- Nashville, TN
- Overland Park, KS
- Round Rock, TX
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- gannettwealth.com
- thesoundadvisory.com
- Facebook @mysoundadvisory
- LinkedIn @mysoundadvisory
- X @mysoundadvisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $69,904,180 | 10 | July 22, 2025 |
| October 2026 | $90,220,337 | 6 | August 13, 2026 |

Regulatory assets under management: $69,904,180 in the October 2025 data and $90,220,337 in the October 2026 data, up 29%.
Total employees: 10 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 7 to 6.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $69,904,180 to $90,220,337 (+29%).

### December 2025
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in IL, MA, NC.

### November 2025
- Added the business name Sound Advisory.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gannett Wealth Advisors (CRD 328213): Form ADV filing data as of October 2026.