# SOUND WEALTH LLC

SOUND WEALTH LLC of MARLTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 329237
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329237/similar
- Related entities: https://search.stillhousedata.com/firm/329237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329237

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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.