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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
About Sound Legacy Wealth Advisors, LLC
Sound Legacy Wealth Advisors is a boutique RIA in Kirkland, WA that takes a private-banking approach to deliver a highly personalized, concierge wealth management experience. The firm guides families and entrepreneurs through major milestones (business sale, retirement, legacy transfer) with holistic planning, administration, and purpose-driven portfolio construction, often using ETFs and mutual funds, and custody at Fidelity/NFS.
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Owner & Executives
JOEL STUART PETERSEN
Chief Compliance Officer, Partner
- CRD
- #5036886
- Ownership
- 10% but less than 25%
TERA LOUISE PROBST
Chief Investment Officer, Partner
- CRD
- #2439172
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,000,000 | $816,000 |
| Non-Discretionary | $0 | -- |
| Total | $102,000,000 | $816,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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