Soundmark Wealth Management LLC
Legal Name: SOUNDMARK WEALTH MANAGEMENT, LLC
Full Contact Details
Soundmark Wealth Management LLC
11400 98TH AVENUE NE, SUITE 301, KIRKLAND, WA
425-820-1769
425-820-1973
Other Info
Soundmark Wealth Management LLC, a Limited Liability Company based in Washington, employs 13 people with 7 in advisory roles. The exact number of clients they serve is unknown, but their SEC status is listed as Approved since February of 2008.
Wealth Management | Financial Planning | CERTIFIED FINANCIAL PLANNER™ Professional | Kirkland, WA | Soundmark Wealth Management — Soundmark Wealth Management
Financial Advisors that focus on straightforward financial planning with a common-sense investment approach. Located in the Seattle area in Kirkland, Washington.
Financial Planning | Wealth Management — The Coffee House Investor
Let’s Build Wealth, Ignore Wall Street and Get On With Our Lives.
Direct Owners
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JOHN EDWARD BULLER
MEMBER owns more than 5% but less than 10%
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TODD DAVID FLYNN
MEMBER & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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WILLIAM JOSEPH SCHULTHEIS
MEMBER owns more than 25% but less than 50%
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THERESE ELIZABETH MILLE
CHIEF COMPLIANCE OFFICER owns less than 5%