Sound Legacy Wealth Advisors, LLC
Sound Legacy Wealth Advisors, LLC is an SEC-registered wealth manager with $102.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sound Legacy Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306332, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $102.0M (2026-04-16)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 44
- CRD
- 306332
- Ownership
- SIZEMORE, STACY, LEIGH; SULLIVAN, BRENDAN, M; PETERSEN, JOEL, S; ROUPP ENTERPRISES 401(K); TERA PROBST 401(K) TRUST
How much AUM does Sound Legacy Wealth Advisors, LLC have?
Sound Legacy Wealth Advisors, LLC reported $102.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Sound Legacy Wealth Advisors, LLC?
Disclosed owners and executives of Sound Legacy Wealth Advisors, LLC include SIZEMORE, STACY, LEIGH, SULLIVAN, BRENDAN, M, PETERSEN, JOEL, S, ROUPP ENTERPRISES 401(K), TERA PROBST 401(K) TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.