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).

Current Firm Details
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
https://www.facebook.com/soundmarkwealthmanagement/
By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $482,365
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MT, NY, OR, TX, UT, WA

Financial Advisors at Soundmark Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Therese Mille, financial advisor Kirkland WA
Therese E. Mille
CRD#: 1658942
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

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.

2
William Schultheis, financial advisor Kirkland WA
William J. Schultheis
CRD#: 1134680
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

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.

3
Kaliko Veiseh, financial advisor Bellaire TX
Kaliko M. Veiseh
CRD#: 5386904
Bellaire, TX

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.

4
Benjamin Hicks, financial advisor Kirkland WA
Benjamin D. Hicks
CRD#: 7304194
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

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.

5
Taylor Vance, financial advisor Kirkland WA
Taylor C. Vance
CRD#: 6891023
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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