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SOUNDMARK WEALTH MANAGEMENT, LLC
SOUNDMARK WEALTH MANAGEMENT, LLC
KIRKLAND, Washington
·
5 registered advisors
·
CRD# 121344
SEC# 801-68799
0
425-820-1769
01
Firm Overview
AUM
$411M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SOUNDMARK WEALTH MANAGEMENT, LLC
5 registered advisors
John Edward Buller
KIRKLAND, Washington
CRD# 4567930
Joyce Virginia Bloomquist
KIRKLAND, Washington
CRD# 4923711
Therese Elizabeth Mille
KIRKLAND, Washington
CRD# 1658942
Todd David Flynn
KIRKLAND, Washington
CRD# 4533547
William Joseph Schultheis
KIRKLAND, Washington
CRD# 1134680
05
Office Locations
KIRKLAND, Washington
5 advisors
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Data sourced from SEC Form ADV filings. SOUNDMARK WEALTH MANAGEMENT, LLC (CRD# 121344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.