SOUNDPATH RETIREMENT STRATEGIES, LLC

SOUNDPATH RETIREMENT STRATEGIES, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 315590). Regulatory assets under management: $134.5M.

Registration

• CRD: 315590
• SEC file number: 801-134649
• Type: Registered investment adviser
• Location: 11811 NE 1ST STREET, SUITE 311, BELLEVUE, WA, 98005
• Phone: (425) 365-0204
• Latest filing: 2026-01-22
• Regulatory AUM: $134.5M
• Discretionary AUM: $134.5M
• Clients: 8
• Accounts: 690

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 315590 on SEC IAPD (source of record)
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