# Levi Donohue

> Levi Donohue is a fee-only financial advisor at Sound Wealth in Marlton, New Jersey. Sound Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/levi-donohue/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sound Wealth
- **Based in:** Marlton, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $28.5M across 208 accounts
- **CRD:** 8304858 (https://adviserinfo.sec.gov/individual/summary/8304858)
- **SEC registration:** Investment adviser representative in IL, NJ, PA, TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.soundwealth.us/

## Frequently asked questions

### Is Levi Donohue a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Levi holds no broker registration, and Sound Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Levi charge for financial advice?

Levi's firm, Sound Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Levi Donohue based?

Levi Donohue is based in Marlton, New Jersey.

### Is Levi Donohue registered with the SEC?

Yes. Levi Donohue is registered as an investment adviser representative in IL, NJ, PA and TX (CRD 8304858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sound Wealth manage?

Sound Wealth reports $28.5M across 208 accounts in assets under management.

### How do I contact Levi Donohue?

Through Levi's website, www.soundwealth.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8304858): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.