Unclaimed Profile

Joyce Virginia Bloomquist

SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, Washington

Series 65Clean record21 years registeredSOUNDMARK WEALTH MANAGEMENT, LLC

11400 98TH AVENUE NE, SUITE 301, KIRKLAND, WA 98033CRD# 4923711Firm CRD# 121344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joyce Virginia Bloomquist · KIRKLAND, WA

Registration

CRD #4923711 · SOUNDMARK WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

EMPIRICAL WEALTH MANAGEMENT

Oct 2024 – present

APELLA WEALTH

Jan 2021 – Sep 2024

Bellevue, WA

VESTORY, LLC

Jun 2019 – Dec 2020

BELLEVUE, WA

SOUNDMARK WEALTH MANAGEMENT, LLC

Jan 2008 – Apr 2019

KIRKLAND, WA

PACIFIC ASSET MANAGEMENT, LLC

Feb 2005 – Dec 2007

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 25, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUNDMARK WEALTH MANAGEMENT, LLC

CRD 121344 · SEC 801-68799

AUM

$411M

Regulatory assets under management

Employees

805 client accounts

Services offered by SOUNDMARK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUNDMARK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joyce Virginia Bloomquist offer?

Joyce Virginia Bloomquist specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.

What are Joyce Virginia Bloomquist's credentials?

Joyce Virginia Bloomquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joyce Virginia Bloomquist located?

Joyce Virginia Bloomquist is based in KIRKLAND, Washington, working with SOUNDMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.

How does Joyce Virginia Bloomquist charge for services?

Joyce Virginia Bloomquist's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUNDMARK WEALTH MANAGEMENT, LLC?

SOUNDMARK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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