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SOUND INVESTMENT MANAGEMENT INC

TUALATIN, OR · CRD 107438 · IAPD ↗ · simiusa.com · 503-691-7030

$255.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
December 2025 — SOUND INVESTMENT MANAGEMENT INC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.