Sound Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,517,662
Clients
44
Advisors
2
of 3 employees
About
Sound Wealth LLC is a fee-only registered investment adviser that serves individuals (including high-net-worth clients), employer plan sponsors, and other business clients. The firm provides discretionary investment management, project-based and ongoing financial planning, and retirement plan consulting.
The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation, blending passive and active vehicles with factor-based tilts such as value, momentum, and smaller-cap exposure, and generally favoring longer-term holdings with tactical short-term trades when appropriate. Planning and portfolio oversight are integrated, and the firm can advise on “held-away” accounts via a third‑party order management link with client authorization while relying on select institutional custody platforms.
Sound Wealth operates as a solo-practitioner practice, an uncommon structure among its peers, so clients typically work directly with a single advisor who also serves as the firm’s compliance officer. The principal also operates an affiliated tax preparation practice (allocating about 10% of his time), holds multiple professional credentials (including CFP® and EA), and commonly recommends specific custodial platforms and third‑party technology for account aggregation and held‑away access — features that distinguish the firm from larger, multi‑advisor firms.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fees up to $20,000; Ongoing planning includes fixed monthly fees up to $4,000; initial fee up to $3,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Project-based financial planning hourly rate of $350 per hour.
Ongoing financial planning monthly fee paid in advance, up to $4,000, negotiable.
Fee-only: Financial planning fees: Ongoing planning fees up to $4,000/month; initial planning fee up to $3,000; project-based planning fixed fees up to $20,000 or hourly at $350/hr.
Main office
10000 Lincoln Drive E, Ste 201
Marlton NJ 08053
Advisors at this office
2
Most active in
Illinois · New Jersey · Pennsylvania · Texas
Also doing business as
Sound Wealth LLC · Sound Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Levi D
Series 65
Marlton, NJ
Sound Wealth LLC
Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.
Matt R
CFP®, EA
Marlton, NJ
Sound Wealth LLC
Hi, I'm Matt Reakus, the founder of Sound Wealth in Marlton, New Jersey. I'm a Christian, husband to an amazing wife and father of four, and I focus on business owners, families with a lot of moving parts, and people getting close to retirement. I started Sound Wealth in 2021 after rebuilding my practice around biblical stewardship. We handle financial planning and investment management at Sound Wealth, and tax preparation and year-round tax planning through our affiliated firm, Sound Tax, so the person who knows your plan is also looking at your tax return. I hold the CFP®, CKA®, CEPA and EA designations, which cover comprehensive financial planning, biblical stewardship and business exit planning at Sound Wealth. As an Enrolled Agent, I handle tax preparation and IRS representation through Sound Tax. I earned my Bachelor of Science at Stockton University, and I also teach biblical financial courses. I work with clients nationwide, meeting virtually or in person at our Marlton office. Outside the office you'll find me coaching my kids' sports and spending time with my family. Sound Wealth LLC is a state-registered investment adviser. Advisory services are offered only where Sound Wealth LLC is registered or exempt from registration. Registration does not imply a certain level of skill or training. Tax services are provided by Sound Tax LLC, an affiliate under common ownership that does not provide investment advice.
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