SOUNDMARK WEALTH MANAGEMENT, LLC
Adviser information for SOUNDMARK WEALTH MANAGEMENT, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 805 | $411.0M |
| Non-Discretionary | 0 | $0 |
| Total | 805 | $411.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 155 | $64.1M |
| HNW Individuals | 114 | $346.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
11400 98TH AVENUE NESUITE 301
KIRKLAND
WA
United States
Monday - Friday, 7:00 AM TO 4:00 PM
Tel: 425-820-1769, Fax: 425-820-1973
Websites
www.instagram.com/coffeehouseinvestor
www.coffeehouseinvestor.com
www.facebook.com/soundmarkwealthmanagement/
www.facebook.com/coffeehouseinvestor/
www.linkedin.com/company/soundmark-wealth-management/
www.soundmarkwealth.com
www.youtube.com/channel/uc2myxzkuiltlsfluxrcmehq
www.youtube.com/channel/uchto2hqvigblpj44y_yesxa
www.coffeehouseinvestor.net
www.instagram.com/thecoffeehouseinvestor
Chief Compliance Officer
THERESE MILLE
CHIEF OPERATIONS OFFICER / CLIENT MANAGER
11400 98TH AVE NE
SUITE 301
KIRKLAND
WA
United States
Tel:
425.820.1769
Fax:
425-820-1973
T*****@******************M
(Full email address available in API data)
Regulatory Contact
WILLIAM SCHULTHEIS
PRINCIPAL/OWNER
11400 98TH AVE NE
SUITE 301
KIRKLAND
WA
United States
Tel:
425.820.1769
Fax:
425.820.1973
B**********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHULTHEIS, WILLIAM, JOSEPH | Individual | – | MEMBER | 09/2007 | > 75% |
| MILLE, THERESE, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| N/A | COM | 0 | 0 | – |