# SoundPath Retirement Strategies, LLC

SoundPath Retirement Strategies, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/soundpathretirement

## Regulatory record

- **CRD number:** 315590
- **SEC file number:** 801-134649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315590

## About

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.

## Sectors

- Retirement Planning
- Wealth Management
- Financial Advisory

## 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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- [HFP Investments](https://altss.com/profile/hfp-investments)
- [Directround Management](https://altss.com/profile/directround-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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