At Soundmark, our mission is to develop a complete understanding of your financial picture and provide you the greatest clarity for a path to achieve your financial goals. Throughout this process, we build globally diversified portfolios using low-cost, tax-efficient, asset class and index funds. A significant benefit of this simple, yet sophisticated, investment philosophy is that it allows us to focus on the financial planning issues that matter most of all to you, and will ultimately have the greatest impact on one achieving their sought after goals.
View Top Employees from Soundmark Wealth Management, LLC| Website | http://www.soundmarkwealth.com |
| Revenue | $2 million |
| Employees | 14 (14 on RocketReach) |
| Founded | 2008 |
| Address | 11400 98th Ave NE # 301, Kirkland, Washington 98034, US |
| Phone | (425) 820-1769 |
| Fax | (425) 820-1973 |
| Technologies |
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| Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Planning, Investment and Portfolio Management, 401K and Retirement Planning/Management |
| Competitors | Reynolds Wealth Management, Sierra Pacific Financial Advisors, LLC, Stockade Wealth Management |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
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Soundmark Wealth Management, LLC Questions
The Soundmark Wealth Management, LLC annual revenue was $2 million in 2024.
Therese Mille is the Chief Operations Officer of Soundmark Wealth Management, LLC.
14 people are employed at Soundmark Wealth Management, LLC.
Soundmark Wealth Management, LLC is based in Kirkland, Washington.
The NAICS codes for Soundmark Wealth Management, LLC are [56, 5611, 561110, 56111, 561].
The SIC codes for Soundmark Wealth Management, LLC are [87, 874].
Top Soundmark Wealth Management, LLC Employees
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ViewBenjamin Hicks
Financial Advisor at Soundmark Wealth Management, LLC
Seattle, Washington, United States22 -
2
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14
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ViewKaliko Veiseh
Senior Wealth Advisor at Soundmark Wealth Management, LLC
Houston, Texas, United States2 -
11
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