PPrivate Fund Data Log in Join · $37/mo

Soundpath Retirement Strategies, LLC

● SEC registered since 2025CRD 315590SEC# 801-134649Bellevue, WA
Export (members)
Reg. AUM
$111.5M
Employees
7
Accounts
579
Location
Bellevue, WA

Soundpath Retirement Strategies, LLC assets under management

Soundpath Retirement Strategies, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2025. It reports $111.5 million in regulatory assets under management and employs 7 people.
www.soundpathretirement.comView on SEC.gov ↗

Soundpath Retirement Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Benjamin John Koval ControlChief Compliance Officer/FounderOver 75%2021

Frequently asked questions

How much does Soundpath Retirement Strategies, LLC manage?

Soundpath Retirement Strategies, LLC reports $111.5 million in regulatory assets under management on its Form ADV.

How many employees does Soundpath Retirement Strategies, LLC have?

Soundpath Retirement Strategies, LLC reports 7 employees.

Where is Soundpath Retirement Strategies, LLC located?

Soundpath Retirement Strategies, LLC is based in Bellevue, WA and has been SEC-registered since 2025.

Does Soundpath Retirement Strategies, LLC disclose fund performance?

Soundpath Retirement Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11811 NE 1st Street, Suite 311, Bellevue, WA 98005
Phone(425) 365-0204
Fax425-264-8380
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.5M
Non-discretionary$0
Total (RAUM)$111.5M