A complete list of active advisors currently associated with Sounding Line Wealth Management, LLC

Warmer can help you find a great advisor at Sounding Line Wealth Management, LLC or one who fits your needs even better.

Sounding Line Wealth Management is a recently formed registered investment adviser that offers ongoing portfolio management services to individuals and high-net-worth individuals. The firm provides discretionary portfolio management, prepares individualized Investment Policy Statements, and delivers regular account reporting to clients. The firm describes a blended investment process that combines charting, cyclical, fundamental, quantitative and technical analysis and applies strategies ranging from long-term trading to options, margin, ETFs, real estate funds and non‑U.S. securities. SLWM requires discretionary trading authority from clients and directs accounts to be custodied at Schwab Institutional, with fees deducted from client accounts and monthly reporting provided by the custodian. Compared with other firms in the no‑active‑advisors category, SLWM’s explicit offering of individualized portfolio management for retail clients is relatively uncommon, while the firm also states it does not act as a private fund adviser and does not accept performance‑based fees. The brochure also notes the firm does not use or select third‑party managers and requires a single custodian, a combination of practices that can affect trade execution, research access, and how investment opportunities are allocated.

To learn more about the advisors currently working at Sounding Line Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sounding Line Wealth Management, LLC's office locations.

Name	Location	Years of experience
Robert Patton	Durham, NC	0
Cooper Taylor	Durham, NC	1

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