Sound Foundation Wealth Advisors

Financial Services • Portland, Oregon, United States • 11-20 Employees

Company overview

Headquarters	Portland, Oregon, United States
Phone number	+13609035301
Website	soundfoundationwa.com
NAICS	52
Keywords	Investments, Disability Insurance, Retirement Planning, Life Insurance, Ira Management, 403B / 401A / 401K Management, Retirement Income Sustainability
Founded	2012
Employees	11-20
Socials

Key Contacts at Sound Foundation Wealth Advisors

Cory T. Thomas

Founder - Investment Advisor

Nathan C. Downs

Founder

Jenny Louvier

Director Of Operations

Sound Foundation Wealth Advisors Email Formats

Sound Foundation Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@soundfoundationwa.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@soundfoundationwa.com	80%
{first name}	john@soundfoundationwa.com	20%

About Sound Foundation Wealth Advisors

We are an independent firm that provides custom personalized advice and wealth management to each one of our clients and their families. We have no quotas, proprietary offerings, or other conflicts of interest that would inhibit us from working for your best interest for the long-term. We succeed when YOU succeed! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sound Foundation Wealth Advisors, and Cambridge Investment Research, Inc. are not affiliated.

Sound Foundation Wealth Advisors revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

Sound Foundation Wealth Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Sound Foundation Wealth Advisors has never raised funding before.

Sound Foundation Wealth Advisors Tech Stack

Discover the technologies and tools that power Sound Foundation Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Nginx

Reverse proxies

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

Google Analytics

Analytics

MySQL

Databases

Elementor

Page builders

RSS

Miscellaneous

Priority Hints

Performance

Google Font API

Font scripts

Yoast SEO

SEO

Frequently asked questions

Sound Foundation Wealth Advisors is located in Portland, Oregon, US.

You can reach Sound Foundation Wealth Advisors at +13609035301.

Sound Foundation Wealth Advisors was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Sound Foundation Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.