# Sound Planning and Investments, LLC

Sound Planning and Investments, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 111892
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111892

## About

SOUND PLANNING AND INVESTMENTS, LLC is a state-registered investment adviser with $99 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who leads investment decisions at Sound Planning and Investments, LLC?

No named principals or executives have been identified in public records. The firm's operational leadership is not disclosed.

### Does Sound Planning and Investments, LLC invest in direct deals or through funds?

No public information exists regarding the firm's preferred investment channels or strategies.

### What is the firm's known geographic focus?

Sound Planning and Investments, LLC's geographic investment mandate is not specified in any public source.

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Last updated: 2026-07-06T01:24:25.765Z

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