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SOUNDMARK WEALTH MANAGEMENT, LLC

KIRKLAND, WA · CRD 121344 · IAPD ↗ · 425-820-1769

$411.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2024 — SOUNDMARK WEALTH MANAGEMENT, LLC (KIRKLAND, WA) left the SEC roster (was $411.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.