# Sound Wealth Management

Sound Wealth Management is a Bank / Wealth / Trust based in Greenville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Greenville, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** www.soundwealthm.com
- **LinkedIn:** https://www.linkedin.com/company/sound-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Where Sound Wealth Management is more than just our name. | Creating an effective financial plan to ensure you have the money when you need it most can be very complex. For nearly every decision, we consider a variety of dynamics – a changing tax code, numerous investment choices, the timing of compensation, and the tax consequences, and many more. Sound Wealth Management’s advice simplifies your decision-making by bringing you focused options based on your aspirations and circumstances.

## Questions

### What investment stages does Sound Wealth Management typically target?

The firm's investment activity is concentrated in liquid, public-market securities. There is no indication of direct exposure to early-stage venture, growth equity, or pre-IPO rounds in the available public record.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sound-wealth-management

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