Data / Investment advisers / Washington / Soundpath Retirement Strategies, LLC
Soundpath Retirement Strategies, LLC, Bellevue, WA: $159 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Soundpath Retirement Strategies, LLC is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $159 million in regulatory assets under management in its Form ADV filed September 3, 2026. Its clients include individuals and high net worth individuals. It is paid through fixed fees.
The request: Watch Soundpath Retirement Strategies, LLC (CRD number 315590): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 315590
- SEC file number
- 801-134649
- SEC status
- Approved, effective November 13, 2025
- Main office
- 11811 Ne 1st Street Suite 311, Bellevue, WA 98005
- Phone
- (425) 365-0204
- Website
- soundpathretirement.com
- Regulatory AUM
- $158,522,563 in the Form ADV filed September 3, 2026
- Discretionary AUM
- $158,522,563
- Accounts
- 776
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 167 | $108 million |
| High net worth individuals | 14 | $50.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $158.5 million | September 3, 2026 |
| February 2, 2026 | $134.5 million | January 22, 2026 |
| December 1, 2025 | $111.5 million | September 29, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Truewealth Financial Partners | Bellevue | $273.7 million | Not listed | adviserinfo.sec.gov |
| Optimist Retirement Group, LLC | Bellevue | $245.3 million | Not listed | adviserinfo.sec.gov |
| Fulcrum Wealth Advisors, LLC | Bellevue | $208 million | Not listed | adviserinfo.sec.gov |
| Rare Wolf Capital LLC | Bellevue | $179.6 million | Not listed | adviserinfo.sec.gov |
| Opal Advisors | Bellevue | $174 million | 1 | adviserinfo.sec.gov |
| Foresee Wealth Advisors | Bellevue | $146 million | Not listed | adviserinfo.sec.gov |
| Johnson & Shute Investment Advisors, Inc. | Bellevue | $137.3 million | Not listed | adviserinfo.sec.gov |
| Integrated Wealth Advisors, LLC | Bellevue | $122.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Soundpath Retirement Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.