RIA Intel›Advisers›New Jersey›SOUND WEALTH LLC

SOUND WEALTH LLC

Advisory

MARLTON, NJ

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account

$137K

across 208 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, NJ, PA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

47 clients

10 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

FINANCIAL CONSULTANT GROUP, LLC

$28M

CITIZEN.VC MANAGEMENT GROUP, LLC

WEST ORANGE, NJ

$28M

3I WEALTH MANAGEMENT LLC

$28M

FARALDI & PORRO INC

$29M

OMNIVEST GROUP LLC

$29M

BABYLON CAPITAL LLC

$29M

Get the full picture on SOUND WEALTH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOUND WEALTH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans