Adviser Profile
| As of Date | 07/10/2020 |
| Registration status | Registration Changed to SOUND LEGACY WEALTH ADVISORS, LLC |
| ADV Location | BELLEVUE, WA, United States |
| AUM* | 2,336,001 |
| of that, discretionary | 2,336,001 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,336,001 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
2M
2M
2M
1M
1M
667K
334K
2019
2020
Private Funds
No private funds