$8.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2004
- Office Locations
- 1
Office Locations
-- Rowayton CT
About Sound Financial Management, LLC
Sound Financial Management, LLC (EP Wealth team page) is a retail-focused wealth manager offering financial planning and asset management for individuals and business owners/entrepreneurs. The firm’s investment approach emphasizes ETF-based portfolio construction alongside broader allocation and risk-management work. Uses common advisor tech including Tamarac and eMoney, supporting scalable planning and reporting workflows.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MICHAEL SCOTT MADIGAN
Principal
- CRD
- #4832759
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,945,000 | -- |
| Total | $8,945,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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