Sound Legacy Wealth Advisors, LLC

CRD 306332 · $102.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 306332
SEC number: 801-135509
Firm type: RIA
Assets under management: $102.0M as of Apr 16, 2026
Website: www.linkedin.com/company/sound-legacy-wealth-advisors/?viewAsMember=true ↗
Phone: 425-800-6862
Address: Not yet retrieved from the source record

Advisors at this firm

2 in our index · page 1 of 1

Joel Stuart PetersenCRD 5036886 · Kirkland, WA

IA RegisteredRegistration inactive
Tera Louise ProbstCRD 2439172 · Kirkland, WA

IA Registered

Source & corrections

Where this page comes from

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