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Building 2SOUNDMARK WEALTH MANAGEMENT, LLC

Map pinKIRKLAND, WA
Phone425-820-1769
NotebookSEC #801-68799
Total AUM
$411M
Employees
6
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11400 98TH AVENUE NE
SUITE 301
KIRKLAND
WA 98033
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
425-820-1769

ReceiptFinancials

Total AUM
$411M
Accounts
805
Discretionary
$411M
Accounts
805
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$64.1M
HNW Individual Clients
114
AUM
$346.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLANYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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