William Schultheis, financial advisor Kirkland WA

William Schultheis

CRD Number: 1134680
Current Firm: Soundmark Wealth Management, LLC

William Schultheis (CRD# 1134680) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Soundmark Wealth Management Kirkland, WA Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for William J. Schultheis
Phone Number: 425-820-1769
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $510,603
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, LA, NY, OR, TX, UT, WA

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