Unclaimed Profile

William Joseph Schultheis

SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, Washington

Series 3, Series 7, Series 24, Series 53, Series 63, Series 65Clean record26 years registeredSOUNDMARK WEALTH MANAGEMENT, LLC

11400 98TH AVENUE NE, KIRKLAND, WA 98033CRD# 1134680Firm CRD# 121344

Profile Verification

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

Identity

William Joseph Schultheis · KIRKLAND, WA

Registration

CRD #1134680 · SOUNDMARK WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Apr 2024 – present

SOUNDMARK WEALTH MANAGEMENT, LLC

Jan 2008 – May 2024

KIRKLAND, WA

PACIFIC ASSET MANAGEMENT, LLC

Jun 2000 – Dec 2007

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · June 19, 2000

Years registered · 26

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KIRKLAND?

Browse all registered financial advisors in KIRKLAND, Washington or claim this profile if it's yours.

Browse KIRKLAND Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →