SOUND PORTFOLIO ADVISORS, LLC
CRD #125511 SEC #801-120415 MYSTIC, CT 860-572-2737
SEC Registered
Total AUM
$123.9M
Discretionary
$123.9M
Employees
3
Clients
--
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $123.9M | $123.9M | $0 | 3 | 136 |
| Feb 2025 | $123.9M | $123.9M | $0 | 3 | 136 |
| Feb 2024 | $115.9M | $115.9M | $0 | 3 | 0 |
| Nov 2023 | $106.4M | $106.4M | $0 | 3 | 0 |
| Feb 2023 | $106.4M | $106.4M | $0 | 3 | 0 |
| Feb 2022 | $119.3M | $119.3M | $0 | 3 | 0 |
| Oct 2021 | $108.3M | $108.3M | $0 | 3 | 0 |
| Jan 2021 | $108.3M | $108.3M | $0 | 3 | 0 |
DateDec 2025
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees3
Clients136
DateFeb 2025
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees3
Clients136
DateFeb 2024
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients0