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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MATTHEW REAKUS

Advisor at SOUND WEALTH LLC

MARLTON, NJ

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Search this name across graphsid dfx:ria:79356d8b-42da-bd02-cef5-7d38a91bfdb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOUND WEALTH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 9, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65
First exam: Jun 9, 2014
First registration: Jun 9, 2014
Dual registered: no
IAPD individual key: 6333727

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOUND WEALTH LLC	State registered	May 21, 2024	n/a	yes	MARLTON, NJ	Current employment
SOWELL MANAGEMENT	Independent wealth	Mar 5, 2018	Aug 1, 2024	no	Marlton, NJ\|NORTH LITTLE ROCK, AR	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Dec 14, 2016	Aug 30, 2017	no	HOLBROOK, NY	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jun 9, 2014	Aug 9, 2016	no	RADNOR, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOWELL MANAGEMENT	SOUND WEALTH LLC	Aug 1, 2024	May 21, 2024	-72	Firm change after gap	RIA to state RIA
AMERICAN PORTFOLIOS ADVISORS, INC	SOWELL MANAGEMENT	Aug 30, 2017	Mar 5, 2018	187	Firm change	Other
MERCER GLOBAL ADVISORS INC.	AMERICAN PORTFOLIOS ADVISORS, INC	Aug 9, 2016	Dec 14, 2016	127	Firm change	Other

Relationships

Registered with (4)

→ SOUND WEALTH LLCRegistered adviserregistration: current employment
May 21, 2024 to presentfactForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Mar 5, 2018 to Aug 1, 2024factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Dec 14, 2016 to Aug 30, 2017factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jun 9, 2014 to Aug 9, 2016factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
Matthew Reakus left Sowell Management for Sound Wealth Llc (registered 2024-05-21)
Form ADVobserved 6 days ago