SOUNDMARK WEALTH MANAGEMENT, LLC
  • SOUNDMARK WEALTH MANAGEMENT, LLC
  • SAGEMARK WEALTH MANAGEMENT, LLC
  • SOUND ASSET MANAGEMENT LLC
  • SAGEMARK WEALTH MANAGMENT, LLC

Adviser Profile

As of Date 06/06/2024
Registration status Terminated
ADV Location KIRKLAND, WA, United States
Contact Info 425 xxxxxxx
Websites
AUM* 411,035,246 0%
of that, discretionary 411,035,246 0%
Number of Employees 6 -14%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 510,603 6%
% High Net Worth 42.38% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

832M 713M 594M 475M 356M 238M 119M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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