Sound Trust Wealth Advisors, LLC

Sound Trust Wealth Advisors, LLC (CRD# 134344) is a financial advisory firm headquartered in , . They manage $12,422,435 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.soundtrustwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $443,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Sound Trust Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean Moberg, financial advisor Westport CT
Dean E. Moberg
CRD#: 1163869
Westport, CT

Dean Moberg (CRD# 1163869) is an Investment Advisor Representative working at Sound Trust Wealth Advisors, LLC in Westport, CT and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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