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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strait & Sound Wealth Management LLC
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|---|---|
| CRD # | 309306 |
| SEC # | 801-118892 |
| CIK # | 0001966210 |
| AUM | $303.9 M (2025-07-29) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 425-577-7710 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.9 | ||
| Microsoft Corp | 17.9 | ||
| Nvidia Corp | 11.5 | ||
| Amazon Com Inc | 10.4 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Alphabet Inc | 5.4 | ||
| VISA Inc | 5.1 | ||
| Facebook Inc | 4.1 | ||
| Tesla Motors Inc | 3.0 | ||
| Home Depot Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 178.4 |
| (b) Individuals (high net worth individuals) | 29 | 125.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 303.9 |
| By Discretionary | ||
| Discretionary | 601 | 287.8 |
| Non-Discretionary | 57 | 16.2 |
| Total | 658 | 303.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.9 | |
| Total | 658 | 303.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966210] |
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|---|---|---|
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Veridan Wealth LLC
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Wise Wealth LLC
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Kellett Wealth Advisors LLC
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Lagoda Investment Management LP
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AJ Advisors LLC
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Joseph P Lucia & Associates LLC
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Bourne Lent Asset Management Inc
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