Overview
Assets Under Management: $411 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 114
Average Client Assets: $3.0 million
Frequently Asked Questions
SOUNDMARK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121344), SOUNDMARK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SOUNDMARK WEALTH MANAGEMENT, LLC is headquartered in KIRKLAND, WA.
SOUNDMARK WEALTH MANAGEMENT, LLC serves 114 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, SOUNDMARK WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUNDMARK WEALTH MANAGEMENT, LLC manages $411 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, SOUNDMARK WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.39%
Average Client Assets: $3.0 million
Total Client Accounts: 805
Discretionary Accounts: 805
Regulatory Filings
CRD Number: 121344
Filing ID: 1845535
Last Filing Date: 2024-03-14 15:31:00