Levi Donohue
Sound Wealth · Marlton, New Jersey
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.
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Facts
| Firm | Sound Wealth |
|---|---|
| Based in | Marlton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.5M across 208 accounts |
| SEC registration | Investment adviser representative in IL, NJ, PA, TX · CRD 8304858 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.soundwealth.us |
How Levi's firm compares
- Sound Wealth's average account is about $137,000, from its Form ADV (assets managed divided by 208 accounts).
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Questions about Levi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Marlton
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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