SOUND LEGACY WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 306332). Regulatory assets under management: $102.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |