SOUNDMARK WEALTH MANAGEMENT, LLC
CRD #121344 SEC #801-68799 KIRKLAND, WA 425-820-1769
SEC Registered
Total AUM
$411M
Discretionary
$411M
Employees
6
Clients
251
Accounts
805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $411M | $411M | $0 | 6 | 0 |
| Feb 2024 | $411M | $411M | $0 | 6 | 0 |
| Aug 2023 | $363M | $363M | $0 | 7 | 0 |
| May 2023 | $363M | $363M | $0 | 7 | 0 |
| Jan 2023 | $363M | $363M | $0 | 7 | 0 |
| Jul 2022 | $411.9M | $411.9M | $0 | 7 | 0 |
| Jun 2022 | $411.9M | $411.9M | $0 | 7 | 0 |
| Mar 2022 | $411.9M | $411.9M | $0 | 7 | 0 |
| Jan 2022 | $831.7M | $831.7M | $0 | 7 | 0 |
| Jun 2021 | $831.7M | $831.7M | $0 | 14 | 0 |
| Mar 2021 | $831.7M | $831.7M | $0 | 14 | 0 |
| Jul 2020 | $771.2M | $771.2M | $0 | 13 | 3 |
| Jun 2020 | $771.2M | $771.2M | $0 | 13 | 3 |
| May 2020 | $771.2M | $771.2M | $0 | 13 | 3 |
| Mar 2020 | $771.2M | $771.2M | $0 | 13 | 3 |
| Mar 2020 | $771.2M | $771.2M | $0 | 13 | 3 |
| Oct 2019 | $670.1M | $670.1M | $0 | 13 | 0 |
| Sep 2019 | $670.1M | $670.1M | $0 | 13 | 0 |
| May 2019 | $670.1M | $670.1M | $0 | 13 | 0 |
| Apr 2019 | $659.2M | $659.2M | $0 | 13 | 0 |
| Apr 2019 | $659.2M | $659.2M | $0 | 13 | 0 |
| Mar 2019 | $659.2M | $659.2M | $0 | 13 | 0 |
| Mar 2018 | $680.6M | $680.6M | $0 | 12 | 0 |
| Mar 2017 | $600.5M | $600.5M | $0 | 11 | 400 |
| Apr 2016 | $526M | $526M | $0 | 11 | 400 |
| Mar 2016 | $526M | $526M | $0 | 11 | 400 |
| Sep 2015 | $537.7M | $532.8M | $4.9M | 11 | 300 |
| Jun 2015 | $537.7M | $532.8M | $4.9M | 11 | 300 |
| Mar 2015 | $537.7M | $532.8M | $4.9M | 11 | 300 |
| Mar 2015 | $537.7M | $532.8M | $4.9M | 11 | 300 |
| Mar 2014 | $503.3M | $491.6M | $11.7M | 11 | 300 |
| Jan 2014 | $413.7M | $402M | $11.8M | 9 | 200 |
| Mar 2013 | $413.7M | $402M | $11.8M | 9 | 200 |
| Mar 2012 | $344.1M | $333M | $11.1M | 6 | 200 |
| Mar 2011 | $335.1M | $323.3M | $11.8M | 10 | -- |
| Mar 2011 | $335.1M | $323.3M | $11.8M | 10 | -- |
| Apr 2010 | $275.5M | $264.7M | $10.7M | 10 | -- |
| Mar 2008 | $278M | $265M | $13M | 10 | -- |
| Jan 2008 | $278M | $265M | $13M | 10 | -- |
DateMar 2024
Total AUM$411M
Discretionary$411M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$411M
Discretionary$411M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$411.9M
Discretionary$411.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$411.9M
Discretionary$411.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$411.9M
Discretionary$411.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$831.7M
Discretionary$831.7M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$831.7M
Discretionary$831.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$831.7M
Discretionary$831.7M
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees13
Clients3
DateJun 2020
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees13
Clients3
DateMay 2020
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees13
Clients3
DateMar 2020
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees13
Clients3
DateMar 2020
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees13
Clients3
DateOct 2019
Total AUM$670.1M
Discretionary$670.1M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$670.1M
Discretionary$670.1M
Non-Disc.$0
Employees13
Clients0
DateMay 2019
Total AUM$670.1M
Discretionary$670.1M
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$659.2M
Discretionary$659.2M
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$659.2M
Discretionary$659.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$659.2M
Discretionary$659.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$680.6M
Discretionary$680.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$600.5M
Discretionary$600.5M
Non-Disc.$0
Employees11
Clients400
DateApr 2016
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$526M
Discretionary$526M
Non-Disc.$0
Employees11
Clients400
DateSep 2015
Total AUM$537.7M
Discretionary$532.8M
Non-Disc.$4.9M
Employees11
Clients300
DateJun 2015
Total AUM$537.7M
Discretionary$532.8M
Non-Disc.$4.9M
Employees11
Clients300
DateMar 2015
Total AUM$537.7M
Discretionary$532.8M
Non-Disc.$4.9M
Employees11
Clients300
DateMar 2015
Total AUM$537.7M
Discretionary$532.8M
Non-Disc.$4.9M
Employees11
Clients300
DateMar 2014
Total AUM$503.3M
Discretionary$491.6M
Non-Disc.$11.7M
Employees11
Clients300
DateJan 2014
Total AUM$413.7M
Discretionary$402M
Non-Disc.$11.8M
Employees9
Clients200
DateMar 2013
Total AUM$413.7M
Discretionary$402M
Non-Disc.$11.8M
Employees9
Clients200
DateMar 2012
Total AUM$344.1M
Discretionary$333M
Non-Disc.$11.1M
Employees6
Clients200
DateMar 2011
Total AUM$335.1M
Discretionary$323.3M
Non-Disc.$11.8M
Employees10
Clients--
DateMar 2011
Total AUM$335.1M
Discretionary$323.3M
Non-Disc.$11.8M
Employees10
Clients--
DateApr 2010
Total AUM$275.5M
Discretionary$264.7M
Non-Disc.$10.7M
Employees10
Clients--
DateMar 2008
Total AUM$278M
Discretionary$265M
Non-Disc.$13M
Employees10
Clients--
DateJan 2008
Total AUM$278M
Discretionary$265M
Non-Disc.$13M
Employees10
Clients--