Sound Legacy Wealth Advisors, LLC

EST. AUM
$102,000,000

CONTACTS

CLIENT ACCOUNTS
125

Firm Details

Metro area Seattle
CRD Number 306332
Website soundlegacy.com
Client types

Overview

Sound Legacy Wealth Advisors, LLC is an independent, fee-only Registered Investment Adviser (RIA) headquartered in Bellevue, Washington. Founded in 2020 and led by Joel S. Petersen, the firm provides holistic wealth management, multi-generational legacy planning, and concierge private banking services. It primarily serves high-net-worth families, business executives, and entrepreneurs, focusing on long-term stewardship and financial literacy.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sound Legacy Wealth Advisors, LLC

Platform Details

Investment Preferences

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