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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-1999
- Office Locations
- 1
Office Locations
About Sound Portfolio Advisors, LLC
Sound Portfolio Advisors is a Mystic, CT fee-only fiduciary RIA providing investment management, strategic asset allocation, and ongoing financial planning for households in or within ~10 years of retirement. Portfolios follow Modern Portfolio Theory and academic research with a strong ETF orientation. The firm avoids conflicts by taking no commissions or product sales compensation and provides portfolio updates at least quarterly.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN JAMES WATTS
Managing Member, President
- CRD
- #5170706
- Ownership
- 50% but less than 75%
THEODORE LEE PARKER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2362925
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,057,862 | $427,926 |
| Non-Discretionary | $0 | -- |
| Total | $151,057,862 | $427,926 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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