|
⚲
|
| Soundmark Wealth Management LLC
✚
| |
|---|---|
| CRD # | 121344 |
| SEC # | 801-68799 |
| CIK # | 0001831431 |
| AUM | $411.0 MM (2024-03-14) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 425-820-1769 |
| Address | 11400 98th Avenue NE Kirkland, WA 98033 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 64.1 |
| (b) Individuals (high net worth individuals) | 114 | 346.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 411.0 |
| By Discretionary | ||
| Discretionary | 805 | 411.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 805 | 411.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.0 | |
| Total | 805 | 411.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831431] |
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|
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|
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