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Sound Legacy Wealth Advisors

Sound Legacy Wealth Advisors Email Formats

Financial ServicesFlag of USBellevue, Washington, United States1-10 Employees

Sound Legacy Wealth Advisors Email Formats

Sound Legacy Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@soundlegacy.com), used 100% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@soundlegacy.com
100%

Key Contact at Sound Legacy Wealth Advisors

Flag of US

Joel Petersen

Managing Partner/Founder

Company overview

HeadquartersBellevue, Washington, United States
Phone number+14258006206
Website
NAICS52
Founded2020
Employees1-10
Socials

About Sound Legacy Wealth Advisors

Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning, investment management, and concierge private banking services…all on a best-of-breed platform. We took our 75 years of combined experience in banking and investments, and built a completely independent firm to provide you with the best financial life possible. We serve high net worth and ultra-high net worth families, foundations, endowments, charitable organizations and corporations, providing thoughtful advice through fully independent research, better tools, and relevant and timely personal communication from seasoned advisors. We built our firm to better serve you. Helping you build your sound legacy.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sound Legacy Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sound Legacy Wealth Advisors has never raised funding before.

Sound Legacy Wealth Advisors Tech Stack

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

Gravity Forms

Gravity Forms

Form builders

Site Kit

Site Kit

Analytics

Download Monitor

Download Monitor

WordPress plugins

Google Maps

Google Maps

Maps

Animate.css

Animate.css

UI frameworks

Beaver Builder

Beaver Builder

WordPress plugins

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

Frequently asked questions

Sound Legacy Wealth Advisors is located in Bellevue, Washington, US.
You can reach Sound Legacy Wealth Advisors at +14258006206.
Sound Legacy Wealth Advisors was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Sound Legacy Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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