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SOUND LEGACY WEALTH ADVISORS, LLC

· CRD 306332 · IAPD ↗ · 425-800-6862

$102.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — SOUND LEGACY WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered with $102.0M RAUM and 2 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.