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SONNET, LLC

SPRING, TX · CRD 282882 · IAPD ↗ · sonnetinvest.com · 281-404-4346

$148.4MRegulatory AUM
4Advisory reps
4Employees
269Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — SONNET, LLC reported RAUM up 26% ($117.5M -> $148.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — SONNET, LLC (SPRING, TX) is newly SEC-registered with $117.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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