Edelman Financial Acquires Soundmark Wealth Management

Edelman Financial has acquired Soundmark Wealth Management, RIA based in Kirkland, Washington. At the time of the transaction, Soundmark managed over $453 million in assets for more than 250 households. Soundmark specializes in serving medical and technology professionals, as well as small business owners, and was founded by Bill Schultheis.

The acquisition enhances EFE's capabilities and presence in the Pacific Northwest, aligning with their strategy of growth through acquiring firms with shared values and client-first focus. Edelman Financial will provide Soundmark clients with more resources and support.

This acquisition marks EFE's first in 2024, following a series of acquisitions aimed at increasing planner capacity across various U.S. regions including the Northeast, Northern California, and the South.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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