# Sound Wealth LLC

> Sound Wealth LLC is a state-registered investment advisory firm in Marlton, NJ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 329237
- Filed as: SOUND WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlton, NJ
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329237
- AdvisorCensus page: https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237

## Quick answers

**How is Sound Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sound Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sound Wealth LLC located?**
Sound Wealth LLC's principal office is in Marlton, NJ, according to its Form ADV.

**Is Sound Wealth LLC registered with the SEC or a state?**
Sound Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329237.

**How much does Sound Wealth LLC manage?**
Sound Wealth LLC reports $28,517,662 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**What types of clients does Sound Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (10); pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Sound Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329237

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,517,662
- Discretionary: $28,517,662
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $11,321,752 |
| High net worth individuals | 10 | $17,195,910 |
| 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) | 3 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [soundwealth.us](https://soundwealth.us)
- Facebook @soundwealthllc
- Instagram @soundwealthllc
- LinkedIn @soundwealthllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound Wealth LLC (CRD 329237): Form ADV filing data as of October 2026.