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
No Advisor Found.

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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