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
By the Numbers
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Total Assets Under Management411MILLION
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Total Number of Accounts805ACCOUNTS
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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
Registered Investment Advisor
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
1
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
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.
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