Sound Trust Wealth Advisors, LLC
Sound Trust Wealth Advisors, LLC (CRD# 134344) is a financial advisory firm headquartered in , . They manage $13,146,254 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$141,358
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Dean Moberg (CRD# 1163869) is an Investment Advisor Representative working at Sound Trust Wealth Advisors, LLC in Westport, CT and has over 34 years of experience in the finance industry.