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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Koval, Benjamin, John | I | CHIEF COMPLIANCE OFFICER/FOUNDER | E | Control |
| Koval, Benjamin, John | I | CHIEF COMPLIANCE OFFICER/FOUNDER | E | Control |
Registrations
Federal
IA
Dec 4, 2025 REGISTERED
Notice Filings (2)
OR WA
Address
11811 NE 1ST STREETSUITE 311
BELLEVUE, WA 98005
United States
Phone: (425) 365-0204