S
$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
3 Employees
48 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2024
- Office Locations
- 1
Office Locations
10000 Lincoln Drive E STE 201 Marlton NJ
About Sound Wealth LLC
Sound Wealth LLC is a Marlton-based RIA. The firm has been operating for 2 years. Managing $28.5M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
30 AVG AGE
$14.3M AVG AUM / ADVISOR
$594.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
MATTHEW REAKUS
Chief Compliance Officer
- CRD
- #6333727
- Ownership
- 75% or more
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L
Levi Donohue
--
- CRD
- #8304858
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,517,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,517,662 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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