Overview
Assets Under Management: $134 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 66
Average Client Assets: $1.3 million
Frequently Asked Questions
SOUNDPATH RETIREMENT STRATEGIES, 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 #315590), SOUNDPATH RETIREMENT STRATEGIES, LLC is subject to fiduciary duty under federal law.
SOUNDPATH RETIREMENT STRATEGIES, LLC is headquartered in BELLEVUE, WA.
SOUNDPATH RETIREMENT STRATEGIES, LLC serves 66 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, SOUNDPATH RETIREMENT STRATEGIES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SOUNDPATH RETIREMENT STRATEGIES, LLC manages $134 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, SOUNDPATH RETIREMENT STRATEGIES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.37%
Average Client Assets: $1.3 million
Total Client Accounts: 690
Discretionary Accounts: 690
Regulatory Filings
CRD Number: 315590
Filing ID: 2043614
Last Filing Date: 2026-01-22 09:02:05