# SOUND LEGACY WEALTH ADVISORS, LLC

SOUND LEGACY WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 306332
- Type: SEC-registered investment adviser
- SEC file number: 801-135509
- Location: 10900 NE 4TH STREET, SUITE 2300, BELLEVUE, WA, 98004
- Phone: 425-800-6862
- Latest filing: 2026-04-16
- Regulatory AUM: $102.0M
- Discretionary AUM: $102.0M
- Clients: 2
- Accounts: 125

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Brendan Michael Sullivan | OWNER/TRUSTEE | — |
| SULLIVAN SHELLEY M | CHIEF OPERATING OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| PETERSEN JOEL S | MANAGING MEMBER | — |
| Joel S Petersen | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Tera Louise Probst | CHIEF INVESTMENT OFFICER; OWNER; OWNER/TRUSTEE | — |
| Christine Antoinette Trostle | OWNER; OWNER/TRUSTEE | — |
| Brendan M Sullivan | OWNER | — |
| Michael George Roupp | SHAREHOLDER; TRUSTEE | — |
| Joel Stuart Petersen | CHIEF COMPLIANCE OFFICER; OWNER/TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306332/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306332/similar
- Related entities: https://search.stillhousedata.com/firm/306332/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306332

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.