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William Joseph Schultheis

SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, Washington
Unclaimed Profile
11400 98TH AVENUE NE, KIRKLAND, WA 98033CRD# 1134680Firm CRD# 121344
01

About

William Joseph Schultheis is a registered financial advisor based in KIRKLAND, Washington, affiliated with SOUNDMARK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUNDMARK WEALTH MANAGEMENT, LLC
SOUNDMARK WEALTH MANAGEMENT, LLC
AUM
$411M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SOUNDMARK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1134680
Firm CRD# 121344
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Joseph Schultheis offer?
William Joseph Schultheis specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.
What are William Joseph Schultheis's credentials?
William Joseph Schultheis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Joseph Schultheis located?
William Joseph Schultheis 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 William Joseph Schultheis charge for services?
William Joseph Schultheis'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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Other Advisors at SOUNDMARK WEALTH MANAGEMENT, LLC

John Edward Buller
KIRKLAND, WA
Therese Elizabeth Mille
KIRKLAND, WA
Todd David Flynn
KIRKLAND, WA
Joyce Virginia Bloomquist
KIRKLAND, WA

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