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SoundPath Retirement Strategies, LLC
SOUNDPATH RETIREMENT STRATEGIES, LLC is an SEC-registered investment adviser in Bellevue, WA, registered since 2025. The firm manages approximately $134...
Overview
SOUNDPATH RETIREMENT STRATEGIES, LLC is an SEC-registered investment adviser in Bellevue, WA, registered since 2025. The firm manages approximately $134 million in assets. It has 8 employees and 4 investment advisers.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What services does SoundPath Retirement Strategies, LLC offer?
The firm provides retirement-focused financial planning, including retirement income distribution strategies, tax-efficient portfolio management, and asset allocation. Public filings indicate it operates as a registered investment advisor (RIA) serving individual clients.
Is SoundPath Retirement Strategies a fiduciary?
As a registered investment advisor (RIA), SoundPath is bound by fiduciary duty under the Investment Advisers Act of 1940, requiring it to act in clients' best interests. This standard applies to all advice and recommendations provided (per SEC regulatory framework).
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