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    Soundmark Wealth Management, Llc

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    Description

    • 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.
    • location

      Headquarters:11400 98th Avenue Northeast #301, Kirkland, Washington, United States

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    • Soundmark Wealth Management, Llc phone

      Phone Number: +1 425-820-1769

    • Soundmark Wealth Management, Llc website

      Website: https://www.soundmarkwealth.com

    • Soundmark Wealth Management, Llc employees

      Employees:12

    • Soundmark Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Soundmark Wealth Management, Llc legal name

      Legal Name:Soundmark Wealth Management, Llc

    • Soundmark Wealth Management, Llc's Social Media

      Soundmark Wealth Management, Llc linkedin Soundmark Wealth Management, Llc facebook Soundmark Wealth Management, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Soundmark Wealth Management, Llc

    Therese Mille

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Therese Mille

    Chief Compliance Officer

    Todd Flynn

    Senior Vice President And Partner

    Julie Klingler

    Marketing Director

    Gayl Dorcas

    Client Manager

    Jessica Johnson

    Client Manager

    Frequently Asked Questions regarding Soundmark Wealth Management, Llc

    • Where are Soundmark Wealth Management, Llc's Headquarters?

      Soundmark Wealth Management, Llc's Headquarters are in 11400 98th Avenue Northeast #301,Kirkland,Washington,United States

    • What is Soundmark Wealth Management, Llc's phone number?

      Soundmark Wealth Management, Llc's phone number is +1 425-820-1769

    • What is Soundmark Wealth Management, Llc's official website?

      Soundmark Wealth Management, Llc's official website is https://www.soundmarkwealth.com

    • What is Soundmark Wealth Management, Llc's Revenue?

      Soundmark Wealth Management, Llc's revenue is $1 - 10M

    • What is Soundmark Wealth Management, Llc's NAICS code?

      Soundmark Wealth Management, Llc's NAICS code is 523930

    • How many employees are working in Soundmark Wealth Management, Llc

      Soundmark Wealth Management, Llc has 12 employees

    • What is Soundmark Wealth Management, Llc's Industry?

      Soundmark Wealth Management, Llc is in the industry of Financial Services

    • Who is Soundmark Wealth Management, Llc's Chief Compliance Officer?

      Soundmark Wealth Management, Llc's Chief Compliance Officer is Therese Mille

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