Sound Trust Wealth Advisors Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2004
Founded
  • Professionals
  • 1
Professionals
  • AUM
  • 000.0

Sound Trust Wealth Advisors General Information

Description

Sound Trust Wealth Advisors is a wealth management firm based in Westport, Connecticut. The firm was founded in 2004 by Dean Moberg, had more than 20 years of experience serving clients with their investment needs, financial planning and wealth management. Its mission is to provide solutions to the issues across the entire investment spectrum. The assets of the firm are managed by the executive management team. The firm is monitored by American Portfolios Financial Services.

Contact Information

Year Founded
2004
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
0000 000000
Title
Founder, Managing Member, Chief Market Strategist & President
Email
0000000@0000000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 33 Pequot Trail
  • Westport, CT 06880
  • United States
+1 (866) 000-0000
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Sound Trust Wealth Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Sound Trust Wealth Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Sound Trust Wealth Advisors Team (1)

Name Title Office
Dean Moberg Founder, Managing Member, Chief Market Strategist & President Westport, CT
To view Sound Trust Wealth Advisors’s complete team members history, request access »