Sound Portfolio Advisors, LLC
● SEC registered since 2021CRD 125511SEC# 801-120415Mystic, CT
Reg. AUM
$151.1M
Employees
3
Accounts
353
Location
Mystic, CT
About Sound Portfolio Advisors
Sound Portfolio Advisors provides fee-only investment management and advice to help clients reach life goals. It offers Modern Portfolio Theory-based portfolios, comprehensive analysis, and ongoing fiduciary planning.
Summary based on the firm’s website.
Sound Portfolio Advisors, LLC assets under management
Sound Portfolio Advisors, LLC is a registered investment adviser overseen by the SEC based in Mystic, CT. The firm has been registered since 2021. It reports $151.1 million in regulatory assets under management and employs 3 people.
Sound Portfolio Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan James Watts Control | President, Managing Member | 50-75% | 2018 |
| Theodore Lee Parker Control | Financial Advisor, Chief Compliance Officer, Member | 25-50% | 1999 |
Frequently asked questions
How much does Sound Portfolio Advisors, LLC manage?
Sound Portfolio Advisors, LLC reports $151.1 million in regulatory assets under management on its Form ADV.
How many employees does Sound Portfolio Advisors, LLC have?
Sound Portfolio Advisors, LLC reports 3 employees.
Where is Sound Portfolio Advisors, LLC located?
Sound Portfolio Advisors, LLC is based in Mystic, CT and has been SEC-registered since 2021.
Does Sound Portfolio Advisors, LLC disclose fund performance?
Sound Portfolio Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28 Cottrell St., Mystic, CT 06355 |
| Phone | 860-572-2737 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.1M▲ 22%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$151.1Mregulatory AUM
Discretionary $151.1M