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STRAIT & SOUND
STRAIT & SOUND WEALTH MANAGEMENT LLC
CRD 309306 · SEC 801-118892
CA, United States
Phone
(425) 577-7710
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.7M
Discretionary AUM
$333.7M
Team
10 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING/TAX PLANNING/ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $191.8M |
| High net worth individuals | 30 | $141.9M |
States served
CA, ID, NE, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD