SOUND TRUST WEALTH ADVISORS, LLC

SOUND TRUST WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 134344). Regulatory assets under management: $18.4M.

Registration

• CRD: 134344
• Type: Registered investment adviser
• Phone: 833-309-1099
• Latest filing: 2026-03-23
• Regulatory AUM: $18.4M
• Discretionary AUM: $18.4M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134344 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search