LD
Levi Donohue
SOUND WEALTH
MARLTON, NJ 08053
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CRD#: 8304858
LD
Levi DonohueSOUND WEALTH
Professional summary
Levi Donohue is a registered financial advisor currently at SOUND WEALTH LLC located in Marlton, New Jersey.
Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Levi has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Levi Donohue's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2026 - Present
SOUND WEALTH LLC
Office #1: 10000 Lincoln Drive E Ste 201, Marlton, NJ 08053RIA
CRD#: 329237
MARLTON, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(7/13/2026)
IAR
Pennsylvania(7/13/2026)
IAR
Texas(7/13/2026)
Current Firm
SW
SOUND WEALTH LLC
SOUND WEALTH LLC | SOUND WEALTH MANAGEMENT LLC
CRD#: 329237 / SEC#:
Illinois
Registered Investment Advisory firm - (9/3/2024 Approved)New Jersey
Registered Investment Advisory firm - (5/21/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (7/15/2024 Approved)Texas
Registered Investment Advisory firm - (5/22/2024 Conditional Restricted)Loading...
Contact information
Main Address
10000 Lincoln Drive E Ste 201, Marlton, NJ 08053
Mailing Address
Phone number
(732) 276-4303
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 310 |
| AUM (Assets Under Management) | $ 23,392,652 |
Red Flags
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Company Information
SOUND WEALTH LLC
CRD#: 329237Marlton, NJ 08053TRUST BUT VERIFY
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