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SOUNDPATH RETIREMENT STRATEGIES, LLC

CRD 315590 · SEC 801-134649

Visit website

11811 NE 1ST STREET, SUITE 311, BELLEVUE, WA, 98005, United States

Phone

(425) 365-0204

Fax

425-264-8380

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$134.5M

Discretionary AUM

$134.5M

Team

8 total employees; 4 advisory reps; 9 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals624$49.3M
High net worth individuals66$85.2M

States served

OR, WA

All web addresses on file

Official SEC filing: View on IAPD