SOUND LEGACY WEALTH ADVISORS, LLC
CRD #306332 SEC #801-117779 BELLEVUE, WA 949-706-4576
SEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
Employees
5
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $2.3M | $2.3M | $0 | 5 | 0 |
| Jul 2020 | $2.3M | $2.3M | $0 | 5 | 0 |
| Jun 2020 | $2.3M | $2.3M | $0 | 5 | 0 |
| Jun 2020 | $2.3M | $2.3M | $0 | 4 | 0 |
| Apr 2020 | $2.3M | $2.3M | $0 | 4 | 0 |
| Apr 2020 | $2.3M | $2.3M | $0 | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
DateJul 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0