Soundpath Retirement Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated January 22, 2026, reports $134M in regulatory assets under management, 8 employees, 3 offices, and 690 accounts.
Assets Under Management
$134M
Employees
8
Offices
3 offices
Total Clients
690
Primary office
BELLEVUE, WA
11811 NE 1ST STREET, SUITE 311, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
624
2
HNWI
9.6%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of January 22, 2026
Discretionary100.0%
$134M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$134M
Total Accounts690
10Y AUM Change+$23M (+20.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee86:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.