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SOUNDPATH RETIREMENT STRATEGIES, LLC

BELLEVUE, WA · CRD 315590 · IAPD ↗ · soundpathretirement.com · (425) 365-0204

$158.5MRegulatory AUM
4Advisory reps
7Employees
9Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — SOUNDPATH RETIREMENT STRATEGIES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — SOUNDPATH RETIREMENT STRATEGIES, LLC (BELLEVUE, WA) is newly SEC-registered with $111.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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