RIA Intel›Advisers›Washington›SOUND FINANCIAL CENTER, LLC

SOUND FINANCIAL CENTER, LLC

Advisory

SEQUIM, WA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in WA

#406

of 505 advisers by AUM

Average account

$369K

across 270 accounts

AUM per adviser

$33M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients270

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

270 clients

45 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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