# Sound Legacy Wealth Advisors, LLC > Sound Legacy Wealth Advisors, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026. - CRD: 306332 - Filed as: SOUND LEGACY WEALTH ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Bellevue, WA - Filing period: October 2026 - Form ADV filing dated: April 16, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306332 - AdvisorCensus page: https://advisorcensus.com/firm/sound-legacy-wealth-advisors-llc-bellevue-wa-306332 ## Quick answers **How is Sound Legacy Wealth Advisors, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Sound Legacy Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. **How much does Sound Legacy Wealth Advisors, LLC charge?** Its Form ADV Part 2A brochure dated April 16, 2026 states: Flat fee: $100,000 to $300,000 a year (Multi-Generational Legacy Planning and Family Office Services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Sound Legacy Wealth Advisors, LLC located?** Sound Legacy Wealth Advisors, LLC's principal office is in Bellevue, WA, according to its Form ADV. **Is Sound Legacy Wealth Advisors, LLC registered with the SEC or a state?** Sound Legacy Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 306332. **How much does Sound Legacy Wealth Advisors, LLC manage?** Sound Legacy Wealth Advisors, LLC reports $102,000,000 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary). **What types of clients does Sound Legacy Wealth Advisors, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (20); charitable organizations (2). **Which custodians does Sound Legacy Wealth Advisors, LLC use?** Sound Legacy Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does Sound Legacy Wealth Advisors, LLC 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/306332 **Does Sound Legacy Wealth Advisors, LLC state an account minimum?** Its Form ADV Part 2A brochure dated April 16, 2026 says: "In regards to account requirements, Sound Legacy does not have a specific account minimum." **What changed in Sound Legacy Wealth Advisors, LLC's recent Form ADV filings?** In the April 2026 filing data: Newly registered with the SEC. 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 ### Fees and minimums (Form ADV Part 2A brochure dated April 16, 2026) - Account minimum: None > In regards to account requirements, Sound Legacy does not have a specific account minimum. - Flat fee: $100,000 to $300,000 a year (Multi-Generational Legacy Planning and Family Office Services) > The fees for Multi -Generational Legacy Planning and Family Office Services range from $100,000 to $300,000 annually and are negotiated and agreed upon directly with each client requesting these services. These are flat fee amounts As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Fidelity Brokerage Services LLC 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: $102,000,000 - Discretionary: $102,000,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 21 | $12,000,000 | | High net worth individuals | 20 | $77,000,000 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 2 | $2,000,000 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 1 | $11,000,000 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2026 (0 years) - Employees: 2 total, 2 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: TX, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - soundlegacy.com - LinkedIn @sound-legacy-wealth-advisors ## Changes in the filing (last 12 months) ### April 2026 - Newly registered with the SEC. - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Legacy Wealth Advisors, LLC (CRD 306332): Form ADV filing data as of October 2026.