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SOUND & SECURE ADVISORS LLC

· CRD 322514 · IAPD ↗ · (516) 536-1438

$41.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2024 — SOUND & SECURE ADVISORS LLC reported RAUM down 36% ($46.7M -> $30.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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