Soundmark Wealth Management, LLC

Soundmark Wealth Management, LLC (CRD# 121344) is a financial advisory firm headquartered in Kirkland, WA. They manage $411,035,246 in 805 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
11400 98th Avenue Ne, Suite 301, Kirkland, WA 98033
https://www.instagram.com/coffeehouseinvestor
By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, 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 28 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 40 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 16 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 over 3 years 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 6 years of experience in the finance industry.

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.

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