Soundpath Retirement Strategies, LLC
● SEC registered since 2025CRD 315590SEC# 801-134649Bellevue, WA
Reg. AUM
$158.5M
Employees
7
Accounts
776
Location
Bellevue, WA
About Soundpath Retirement Strategies
SoundPath Retirement Strategies is a fiduciary advisory firm helping retirees pursue sustainable retirement through customized planning. It offers comprehensive advice focused on income consistency and protecting assets for the long term.
Summary based on the firm’s website.
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 $158.5 million in regulatory assets under management and employs 7 people.
Soundpath Retirement Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Koval Control | Founder | Over 75% | 2021 |
| Ernest John C'Debaca | Cco | Under 5% | 2026 |
Frequently asked questions
How much does Soundpath Retirement Strategies, LLC manage?
Soundpath Retirement Strategies, LLC reports $158.5 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
| Address | 11811 NE 1st Street, Suite 311, Bellevue, WA 98005 |
| Phone | (425) 365-0204 |
| Fax | 425-264-8380 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.5M▲ 42%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$158.5Mregulatory AUM
Discretionary $158.5M