SOUND FINANCIAL SOLUTIONS LLC

SOUND FINANCIAL SOLUTIONS LLC of MELBOURNE, FL is an SEC-registered investment adviser (CRD 168588). Regulatory assets under management: $18.4M.

Registration

• CRD: 168588
• Type: Registered investment adviser
• Location: 1900 S. HARBOR CITY BLVD, SUITE 305, MELBOURNE, FL, 32901
• Phone: 321-984-2152
• Latest filing: 2026-03-09
• Regulatory AUM: $18.4M
• Discretionary AUM: $18.3M
• Non-discretionary AUM: $106K
• Clients: 2
• Accounts: 155

Business model

Compensation: % of AUM.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search