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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $141,358
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 E. Moberg
CRD#: 1163869
Westport, CT
81
Wealthminder
score

Dean Moberg (CRD# 1163869) is an Investment Advisor Representative working at Sound Trust Wealth Advisors, LLC in Westport, CT and has over 33 years of experience in the finance industry.

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