Soundpath Retirement Strategies, LLC
Soundpath Retirement Strategies, LLC is an SEC-registered mass-market adviser in Bellevue, WA with $134.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Soundpath Retirement Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315590, SEC 801-134649, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $134.5M (2026-01-22)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, WA
- Employees
- 8
- Clients
- 690
- CRD
- 315590
- Ownership
- Koval, Benjamin, John
How much AUM does Soundpath Retirement Strategies, LLC have?
Soundpath Retirement Strategies, LLC reported $134.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Soundpath Retirement Strategies, LLC?
Disclosed owners and executives of Soundpath Retirement Strategies, LLC include Koval, Benjamin, John. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.