SOUTHBOUND WEALTH LLC

SOUTHBOUND WEALTH LLC is an SEC-registered investment adviser (CRD 331701). Regulatory assets under management: $4.1M.

Registration

• CRD: 331701
• Type: Registered investment adviser
• Phone: 8034934370
• Latest filing: 2026-07-08
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 37

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 331701 on SEC IAPD (source of record)
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