SOUND WEALTH LLC

SOUND WEALTH LLC of MARLTON, NJ is an SEC-registered investment adviser (CRD 329237). Regulatory assets under management: $28.5M.

Registration

• CRD: 329237
• Type: Registered investment adviser
• Location: 10000 LINCOLN DRIVE E, MARLTON, NJ, 08053
• Phone: 732-276-4303
• Latest filing: 2026-07-13
• Regulatory AUM: $28.5M
• Discretionary AUM: $28.5M
• Clients: 3
• Accounts: 208

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search