Soundpath Retirement Strategies, LLC: new SEC registration, $159M AUM, Bellevue, WA
Soundpath Retirement Strategies, LLC (Bellevue, Washington): new SEC registration, $159M AUM, Bellevue, WA. Its amount of 159 is above the median of 135 (59th percentile). Dated 357 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 159 · 59th percentile of 1,225 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related WA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Soundpath Retirement Strategies, LLC |
| Legal name | Soundpath Retirement Strategies, LLC |
| CRD | 315590 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-09-03 |
| Location | Bellevue, WA, United States |
| Regulatory AUM | $158,522,563 |
| Accounts | 776 |
| Employees | 7 |
| Website | http://www.soundpathretirement.com |
| amount percentile | 59th of 1,225 (median 135, 1.2x median) |
| Peer records CSV (14 WA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (WA first): Gevers Wealth Management · Sloy Dahl & Holst Holdings, INC · Brackenwood Capital Management, LLC · Integrated Wealth Advisors, LLC · Trail Financial Planning LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Soundpath Retirement Strategies, LLC and 14 Washington peers
- Washington NewRiaPulse records like this one: 14
- Soundpath Retirement Strategies, LLC's amount: 59th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Washington peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $159M under management.
- Website on file.
What is the NewRiaPulse record for Soundpath Retirement Strategies, LLC in Bellevue, Washington?
Soundpath Retirement Strategies, LLC received SEC registration as an investment adviser (2025-11-13) with $158,522,563 in regulatory assets under management, based in Bellevue, WA.
How does Soundpath Retirement Strategies, LLC compare to other Washington NewRiaPulse records?
Its amount of 159 sits in the upper half (59th percentile) of 1,225 records; the median is 135. It is 357 days old; check the official source for later updates before acting.
Soundpath Retirement Strategies, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Soundpath Retirement Strategies, LLC | Bellevue, WA | 159 | 59th | 2025-11-13 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.