RIA Intel›Advisers›Florida›SOUND INCOME STRATEGIES, LLC

SOUND INCOME STRATEGIES, LLC

Advisory

N·FORT LAUDERDALE, FL

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM

$4.2B

1-Year AUM Growth

+47.2%

3-Year CAGR

+32.7%

Employees

134

Assets Under Management

Total AUM$4.2B

Discretionary AUM$3.9B

Non-Discretionary AUM$262M

Discretionary %93.7%

Total Clients24,757

Team

Total Employees134

Investment Advisers134

Employee Growth (1Y)+31.5%

Filing History

Total Filings on Record90

First FilingSep 26, 2014

Latest FilingJan 23, 2026

🔒 Full AUM trend chart and 90 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOUND INCOME STRATEGIES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.