Sound Wealth Partners

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

7191 Wagner Way Ste 302, Gig Harbor, Was...

Phone Number

(253) 470-4977

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
1
1
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1

About Sound Wealth Partners

Sound Wealth Partners is an investment management firm based in the United States that focuses on providing sound advice and management for clients' investments. They aim to help clients gain clarity in their financial future through proven goal planning and monitoring tools, emphasizing solutions over products and advice over commissions. With 45 years of experience, they offer customized services in retirement planning, risk management, asset management, and various investment options. Their mission is to change the culture of the industry by prioritizing the needs of their clients.Explore more
Sound Wealth Partners's Social MediaPopular SearchesSound Wealth PartnersSound Advisors LLCSound Wealth Partners LLCSound Home Partners LPSound Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Sound Wealth Partners Org Chart

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Co-Founder & Partner

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Financial Advisor & Partner

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Partner

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Investment Advisor

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Compare insights from companies similar to Sound Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound Wealth Partners

<$5M
1-10
Private
-
2012
CJ
Craig JohnsenCo-Founder & Partner
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2009
AR
Adam RutledgeInvestment Officer & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Alex MartinezPresident & CEO
<$5M
1-10
Private
-
2013
JG
John GaltPresident
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sound Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound Wealth Partners.

Sound Wealth Partners Tech Stack

A closer look at the technologies used by Sound Wealth Partners

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Frequently Asked Questions Regarding Sound Wealth Partners

What is Sound Wealth Partners's official website?
Sound Wealth Partners's official website is www.soundwealthpartners.com
What is Sound Wealth Partners's Revenue?
Sound Wealth Partners's revenue is <$5 Million
What is Sound Wealth Partners's SIC code?
Sound Wealth Partners's SIC: 62,628
What is Sound Wealth Partners's NAICS code?
Sound Wealth Partners's NAICS: 52,523
How many employees does Sound Wealth Partners have?
Sound Wealth Partners has 1-10 employees
What industry does Sound Wealth Partners belong to?
Sound Wealth Partners is in the industry of: Finance, Securities Trading
What is Sound Wealth Partners competition?
Sound Wealth Partners top competitors include: Wright Financial & Business Advisors, Atlantic Wealth Management, REYNOLDS CAPITAL MANAGEMENT, Sandlapper Securities
What technology does Sound Wealth Partners use?
Some of the popular technologies that Sound Wealth Partners uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Sound Wealth Partners?
Sound Wealth Partners contact info: Phone number: (253) 470-4977 Website: www.soundwealthpartners.com
What does Sound Wealth Partners do?

Sound Wealth Partners is an investment management firm based in the United States that focuses on providing sound advice and management for clients' investments. They aim to help clients gain clarity in their financial future through proven goal planning and monitoring tools, emphasizing solutions over products and advice over commissions. With 45... years of experience, they offer customized services in retirement planning, risk management, asset management, and various investment options. Their mission is to change the culture of the industry by prioritizing the needs of their clients.Read More

What are Sound Wealth Partners social media links?
Sound Wealth Partners Linkedin page Sound Wealth Partners Twitter page Sound Wealth Partners Facebook page
Is Sound Wealth Partners a public company?
Sound Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Sound Wealth Partners

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