Sound Portfolio Advisors, LLC
Sound Portfolio Advisors, LLC is an SEC-registered wealth manager in Mystic, CT with $151.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Sound Portfolio Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125511, SEC 801-120415, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $151.1M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Mystic, CT
- Employees
- 3
- Clients
- 139
- CRD
- 125511
- Ownership
- PARKER, THEODORE, LEE; WATTS, BRYAN, JAMES
How much AUM does Sound Portfolio Advisors, LLC have?
Sound Portfolio Advisors, LLC reported $151.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Sound Portfolio Advisors, LLC?
Disclosed owners and executives of Sound Portfolio Advisors, LLC include PARKER, THEODORE, LEE, WATTS, BRYAN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.