SEC Form ADV

SOUNDPATH RETIREMENT STRATEGIES, LLC

Firm profile: SoundPath Retirement Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$158.5M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-315590
Location: BELLEVUE, WA
Filing Date: September 3, 2026
AUM: $158.5M
Total Clients: 9
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SOUNDPATH RETIREMENT STRATEGIES, LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $158.5M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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