SOUND INCOME STRATEGIES, LLC
CRD #173272 SEC #801-80425 FORT LAUDERDALE, FL 954-487-1860
SEC Registered Disclosures
Total AUM
$4B
Discretionary
$3.8B
Employees
111
Clients
101
Accounts
26,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4B | $3.8B | $264M | 111 | 68 |
| Oct 2025 | $4B | $3.8B | $264M | 111 | 68 |
| Jul 2025 | $3.5B | $3.3B | $165.3M | 111 | 68 |
| Jun 2025 | $3.5B | $3.3B | $165.3M | 111 | 68 |
| Jan 2025 | $3.5B | $3.3B | $165.3M | 111 | 68 |
| Jun 2024 | $3B | $2.8B | $159.4M | 96 | 38 |
| Jun 2024 | $3B | $2.8B | $159.4M | 96 | 38 |
| May 2024 | $3B | $2.8B | $159.4M | 96 | 38 |
| Jan 2024 | $2.7B | $2.4B | $294.6M | 95 | 38 |
| Feb 2023 | $2B | $1.9B | $128.6M | 73 | 14 |
| Jan 2023 | $1.9B | $1.7B | $180.5M | 70 | 14 |
| Jul 2022 | $1.7B | $1.6B | $84.1M | 69 | 13 |
| Jul 2022 | $1.7B | $1.6B | $84.1M | 69 | 13 |
| Apr 2022 | $1.7B | $1.6B | $84.1M | 69 | 13 |
| Feb 2022 | $1.7B | $1.6B | $84.1M | 69 | 13 |
| Oct 2021 | $1.3B | $1.2B | $63.7M | 69 | 3 |
| Jul 2021 | $1.3B | $1.2B | $63.7M | 69 | 3 |
| Jan 2021 | $1.3B | $1.2B | $63.7M | 69 | 3 |
| Jan 2021 | $1.3B | $1.2B | $63.7M | 69 | 3 |
| Jan 2021 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Aug 2020 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Jun 2020 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Jun 2020 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Jan 2020 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Jan 2020 | $1.2B | $1.1B | $65.1M | 54 | 4 |
| Oct 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Sep 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Apr 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Feb 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Jan 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Jan 2019 | $707.4M | $655.3M | $52M | 43 | 15 |
| Nov 2018 | $613M | $562.6M | $50.5M | 44 | 15 |
| Nov 2018 | $613M | $562.6M | $50.5M | 44 | 15 |
| Oct 2018 | $613M | $562.6M | $50.5M | 44 | 15 |
| Oct 2018 | $613M | $562.6M | $50.5M | 44 | 15 |
| Sep 2018 | $613M | $562.6M | $50.5M | 43 | 15 |
| Aug 2018 | $613M | $562.6M | $50.5M | 43 | 15 |
| Jun 2018 | $547.9M | $497.3M | $50.5M | 44 | 15 |
| Jun 2018 | $547.9M | $497.3M | $50.5M | 44 | 15 |
| Apr 2018 | $449.5M | $408.4M | $41.1M | 39 | 3,136 |
| Mar 2018 | $449.5M | $408.4M | $41.1M | 39 | 3,136 |
| Feb 2018 | $449.5M | $408.4M | $41.1M | 39 | 3,136 |
| Feb 2018 | $449.5M | $408.4M | $41.1M | 39 | 3,136 |
| Dec 2017 | $405.2M | $385M | $20.2M | 34 | 1,597 |
| Nov 2017 | $405.2M | $385M | $20.2M | 34 | 1,597 |
| Oct 2017 | $405.2M | $385M | $20.2M | 34 | 1,597 |
| Aug 2017 | $217.9M | $202.5M | $15.4M | 34 | 1,597 |
| Jun 2017 | $217.9M | $202.5M | $15.4M | 34 | 1,597 |
| Apr 2017 | $217.9M | $202.5M | $15.4M | 34 | 1,597 |
| Mar 2017 | $217.9M | $202.5M | $15.4M | 34 | 1,597 |
| Mar 2017 | $217.9M | $202.5M | $15.4M | 34 | 1,597 |
| Mar 2017 | $217.9M | $202.5M | $15.4M | 18 | 1,114 |
| Feb 2017 | $217.9M | $202.5M | $15.4M | 18 | 1,114 |
| Jan 2017 | $217.9M | $202.5M | $15.4M | 17 | 1,114 |
| Nov 2016 | $112.1M | $107.5M | $4.6M | 17 | 1,218 |
| Sep 2016 | $112.1M | $107.5M | $4.6M | 16 | 1,218 |
| Jul 2016 | $112.1M | $107.5M | $4.6M | 16 | 1,218 |
| Jul 2016 | $112.1M | $107.5M | $4.6M | 16 | 1,218 |
| Jun 2016 | $112.1M | $107.5M | $4.6M | 15 | 1,218 |
| Jun 2016 | $112.1M | $107.5M | $4.6M | 14 | 1,218 |
| Apr 2016 | $112.1M | $107.5M | $4.6M | 14 | 1,218 |
| Apr 2016 | $112.1M | $107.5M | $4.6M | 14 | 1,218 |
| Apr 2016 | $102.2M | $97.6M | $4.6M | 14 | 1,218 |
| Mar 2016 | $102.2M | $97.6M | $4.6M | 14 | 1,218 |
| Mar 2016 | $102.2M | $97.6M | $4.6M | 14 | 438 |
| Mar 2016 | $80.6M | $75.2M | $5.4M | 14 | 438 |
| Feb 2016 | $80.6M | $75.2M | $5.4M | 14 | 438 |
| Dec 2015 | $80.6M | $75.2M | $5.4M | 14 | 438 |
| Dec 2015 | $80.6M | $75.2M | $5.4M | 12 | 438 |
| Nov 2015 | $80.6M | $75.2M | $5.4M | 12 | 438 |
| Nov 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Aug 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Aug 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Aug 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Jul 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Jun 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Jun 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Jun 2015 | $25.5M | $22.1M | $3.4M | 12 | 200 |
| Jun 2015 | $25.5M | $22.1M | $3.4M | 11 | 200 |
| May 2015 | $25.5M | $22.1M | $3.4M | 11 | 200 |
| Apr 2015 | $25.5M | $22.1M | $3.4M | 7 | 200 |
| Mar 2015 | $25.5M | $22.1M | $3.4M | 7 | 200 |
| Feb 2015 | $25.5M | $22.1M | $3.4M | 7 | 200 |
| Jan 2015 | $0 | $0 | $0 | 7 | 0 |
| Jan 2015 | $0 | $0 | $0 | 6 | 0 |
| Jan 2015 | $0 | $0 | $0 | 5 | 0 |
| Jan 2015 | $0 | $0 | $0 | 4 | 0 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$264M
Employees111
Clients68
DateOct 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$264M
Employees111
Clients68
DateJul 2025
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$165.3M
Employees111
Clients68
DateJun 2025
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$165.3M
Employees111
Clients68
DateJan 2025
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$165.3M
Employees111
Clients68
DateJun 2024
Total AUM$3B
Discretionary$2.8B
Non-Disc.$159.4M
Employees96
Clients38
DateJun 2024
Total AUM$3B
Discretionary$2.8B
Non-Disc.$159.4M
Employees96
Clients38
DateMay 2024
Total AUM$3B
Discretionary$2.8B
Non-Disc.$159.4M
Employees96
Clients38
DateJan 2024
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$294.6M
Employees95
Clients38
DateFeb 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$128.6M
Employees73
Clients14
DateJan 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$180.5M
Employees70
Clients14
DateJul 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$84.1M
Employees69
Clients13
DateJul 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$84.1M
Employees69
Clients13
DateApr 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$84.1M
Employees69
Clients13
DateFeb 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$84.1M
Employees69
Clients13
DateOct 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.7M
Employees69
Clients3
DateJul 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.7M
Employees69
Clients3
DateJan 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.7M
Employees69
Clients3
DateJan 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$63.7M
Employees69
Clients3
DateJan 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateJan 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$65.1M
Employees54
Clients4
DateOct 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateSep 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateApr 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateFeb 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateJan 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateJan 2019
Total AUM$707.4M
Discretionary$655.3M
Non-Disc.$52M
Employees43
Clients15
DateNov 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees44
Clients15
DateNov 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees44
Clients15
DateOct 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees44
Clients15
DateOct 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees44
Clients15
DateSep 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees43
Clients15
DateAug 2018
Total AUM$613M
Discretionary$562.6M
Non-Disc.$50.5M
Employees43
Clients15
DateJun 2018
Total AUM$547.9M
Discretionary$497.3M
Non-Disc.$50.5M
Employees44
Clients15
DateJun 2018
Total AUM$547.9M
Discretionary$497.3M
Non-Disc.$50.5M
Employees44
Clients15
DateApr 2018
Total AUM$449.5M
Discretionary$408.4M
Non-Disc.$41.1M
Employees39
Clients3,136
DateMar 2018
Total AUM$449.5M
Discretionary$408.4M
Non-Disc.$41.1M
Employees39
Clients3,136
DateFeb 2018
Total AUM$449.5M
Discretionary$408.4M
Non-Disc.$41.1M
Employees39
Clients3,136
DateFeb 2018
Total AUM$449.5M
Discretionary$408.4M
Non-Disc.$41.1M
Employees39
Clients3,136
DateDec 2017
Total AUM$405.2M
Discretionary$385M
Non-Disc.$20.2M
Employees34
Clients1,597
DateNov 2017
Total AUM$405.2M
Discretionary$385M
Non-Disc.$20.2M
Employees34
Clients1,597
DateOct 2017
Total AUM$405.2M
Discretionary$385M
Non-Disc.$20.2M
Employees34
Clients1,597
DateAug 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees34
Clients1,597
DateJun 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees34
Clients1,597
DateApr 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees34
Clients1,597
DateMar 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees34
Clients1,597
DateMar 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees34
Clients1,597
DateMar 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees18
Clients1,114
DateFeb 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees18
Clients1,114
DateJan 2017
Total AUM$217.9M
Discretionary$202.5M
Non-Disc.$15.4M
Employees17
Clients1,114
DateNov 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees17
Clients1,218
DateSep 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees16
Clients1,218
DateJul 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees16
Clients1,218
DateJul 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees16
Clients1,218
DateJun 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees15
Clients1,218
DateJun 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees14
Clients1,218
DateApr 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees14
Clients1,218
DateApr 2016
Total AUM$112.1M
Discretionary$107.5M
Non-Disc.$4.6M
Employees14
Clients1,218
DateApr 2016
Total AUM$102.2M
Discretionary$97.6M
Non-Disc.$4.6M
Employees14
Clients1,218
DateMar 2016
Total AUM$102.2M
Discretionary$97.6M
Non-Disc.$4.6M
Employees14
Clients1,218
DateMar 2016
Total AUM$102.2M
Discretionary$97.6M
Non-Disc.$4.6M
Employees14
Clients438
DateMar 2016
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees14
Clients438
DateFeb 2016
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees14
Clients438
DateDec 2015
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees14
Clients438
DateDec 2015
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees12
Clients438
DateNov 2015
Total AUM$80.6M
Discretionary$75.2M
Non-Disc.$5.4M
Employees12
Clients438
DateNov 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateAug 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateAug 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateAug 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateJul 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateJun 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateJun 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateJun 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees12
Clients200
DateJun 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees11
Clients200
DateMay 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees11
Clients200
DateApr 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees7
Clients200
DateMar 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees7
Clients200
DateFeb 2015
Total AUM$25.5M
Discretionary$22.1M
Non-Disc.$3.4M
Employees7
Clients200
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0