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GANNETT WEALTH ADVISORS

· CRD 328213 · IAPD ↗ · (208)254-0142

$90.2MRegulatory AUM
6Advisory reps
6Employees
43Clients
101-250Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — GANNETT WEALTH ADVISORS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2026 — GANNETT WEALTH ADVISORS reported RAUM up 29% ($69.9M -> $90.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — GANNETT WEALTH ADVISORS notice-filed in IL, MA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — SOUND ADVISORY is now doing business as GANNETT WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
August 2025 — SOUND ADVISORY notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — SOUND ADVISORY (location n/a) is newly SEC-registered with $69.9M RAUM and 5 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.