Soundmark Wealth Management, LLC
Soundmark Wealth Management, LLC (CRD# 121344) is a financial advisory firm headquartered in Kirkland, WA. They manage $411,939,374 in 854 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management412MILLION
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Total Number of Accounts854ACCOUNTS
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Average Account Value$482,365
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

AZ, CA, CO, FL, MT, NY, OR, TX, UT, WA
Therese Mille (CRD# 1658942) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 27 years of experience in the finance industry.
William Schultheis (CRD# 1134680) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 38 years of experience in the finance industry.
Kaliko Veiseh (CRD# 5386904) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Bellaire, TX and has over 14 years of experience in the finance industry.
Benjamin Hicks (CRD# 7304194) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has 1 year of experience in the finance industry.
Taylor Vance (CRD# 6891023) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 4 years of experience in the finance industry. Taylor Vance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.