RIA Intel›Advisers›SOUND FINANCIAL, LLC

SOUND FINANCIAL, LLC

Advisory

N·

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$211M
1-Year AUM Growth
+22.8%
3-Year CAGR
+5.5%
Employees
7
Assets Under Management
Total AUM$211M
Discretionary AUM$179M
Non-Discretionary AUM$32M
Discretionary %84.9%
Total Clients225
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingApr 28, 2022
Latest FilingJul 30, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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