Soundmark Wealth Management is an investment advisor in Kirkland with $362.97 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
753072275
SEC advisor number
801-68799
FINRA CRD number
121344
AUM ?
$362.97 mm
(as of 8 May 23)
Accounts
810
(as of 8 May 23)
Employees
7
(5 investment advisory or research)
Office hours
Monday - Friday, 7:00 AM TO 4:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Schultheis, William, Joseph | Member | 09/2007 | > 75% |
Mille, Therese, Elizabeth | Chief Compliance Officer | 09/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22