Sound Private Wealth
Financial Services • 
Massapequa, New York, United States • 1-10 Employees
Company overview
| Headquarters | 670 Broadway, Massapequa, NY 11758, US |
| Phone number | +12123144600 |
| Website | |
| NAICS | 52 |
| Keywords | Special Needs Planning, Estate Planning Strategies, Divorce Financial Planning, Insurance Strategies, Asset Allocation Strategies, Life Insurance Needs Analysis, Annuity Strategies |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at Sound Private Wealth
Ferdinand Ruplin
President
Sound Private Wealth Email Formats
Sound Private Wealth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@soundprivatewealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@soundprivatewealth.com | 100% |
About Sound Private Wealth
Sound Private Wealth, based on Long Island, NY, is a team of experienced financial professionals focused on creating personalized wealth management strategies for both individuals and businesses. Offering comprehensive professional services, our team develops tailor-made solutions based on our clients' needs and provides them with a roadmap for meeting their financial objectives. Our professionals are committed to educating our clients through every step of their financial journey to ensure that they have the knowledge, tools, and confidence to pursue the goals set for themselves and their families. The Sound Private Wealth philosophy is firmly based on relationship management. The trust between our professionals and clients cannot be understated. We listen, we plan, and then we act. This connection allows our team to provide unmatched service and exceptional performance, giving our clients financial peace of mind. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-163327(02/22)(exp.02/24) CA Insurance License #4104751
Sound Private Wealth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sound Private Wealth has never raised funding before.
Sound Private Wealth Tech Stack
Discover the technologies and tools that power Sound Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
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Analytics
CDN
Australia
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United Kingdom
Frequently asked questions
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