Investment adviser · CRD 173272
SOUND INCOME STRATEGIES, LLC
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Jan 23, 2026
- Regulatory AUM
- $4.18B Form ADV · Item 5.F
- Client accounts
- 24,756 Accounts, not individual clients
- Employees
- 134 Reported in this filing
- Advisory professionals
- 134 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 24,261 | $3,376,265,079 | 80.8% |
| High-net-worth individuals | 473 | $786,208,014 | 18.8% |
| Corporations & businesses | 18 | $14,666,535 | 0.4% |
| Retirement plans | 4 | $3,922,773 | 0.1% |
| Investment companies | 1 | Not reported | Not reported |
Filing source
Form ADV 2042722 · Jan 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
500 W CYPRESS CREEK ROAD, SUITE 290FORT LAUDERDALE, FL, 33309, United States
CRD 173272
Filing source
Form ADV 2042722 · Jan 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.