RIA Intel›Advisers›Florida›SOUND FINANCIAL SOLUTIONS LLC

SOUND FINANCIAL SOLUTIONS LLC

Advisory

MELBOURNE, FL

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in FL

#2,019

of 2,610 advisers by AUM

Average account

$118K

across 155 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$18M

Discretionary %

99.4%

Clients

89

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$106K

Discretionary %99.4%

Total Clients89

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

89 clients

5 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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SHEALY WEALTH ADVISORY LLC

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$18M

401(K) CERTIFIED INDEPENDENT INVESTMENT ADVISORS, LLC

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HOMESTEAD FINANCIAL LLC

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