SOUND LEGACY WEALTH ADVISORS, LLC

BELLEVUE, Washington·1 registered advisor·CRD# 306332
SEC# 801-1177790949-706-4576
01

Firm Overview

AUM
$2M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SOUND LEGACY WEALTH ADVISORS, LLC

1 registered advisor
Joel S Petersen
BELLEVUE, Washington
05

Office Locations

BELLEVUE, Washington
1 advisor

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Data sourced from SEC Form ADV filings. SOUND LEGACY WEALTH ADVISORS, LLC (CRD# 306332) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.