SOUNDPATH RETIREMENT STRATEGIES, LLC
CRD #315590 SEC #801-134649 BELLEVUE, WA (425) 365-0204
SEC Registered
Total AUM
$111.5M
Discretionary
$111.5M
Employees
7
Clients
51
Accounts
579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $111.5M | $111.5M | $0 | 7 | 9 |
| Sep 2025 | $111.5M | $111.5M | $0 | 7 | 9 |
DateDec 2025
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients9
DateSep 2025
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees7
Clients9