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| Strait & Sound Wealth Management LLC
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| CRD # | 309306 |
| SEC # | 801-118892 |
| CIK # | 0001966210 |
| AUM | 333.7 M (2026-03-31) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 425-577-7710 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001966210 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.6 | ||
| Microsoft Corp | 16.1 | ||
| Nvidia Corp | 12.4 | ||
| Alphabet Inc | 11.0 | ||
| Amazon Com Inc | 10.4 | ||
| Costco Wholesale Corp /NEW | 5.6 | ||
| Visa Inc | 3.9 | ||
| Facebook Inc | 3.8 | ||
| Seabridge Gold Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.2 | ||
| Home Depot Inc | 2.9 | ||
| Oracle Corp | 2.7 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Johnson & Johnson | 2.6 | ||
| Tesla Motors Inc | 2.3 | ||
| AbbVie Inc | 2.2 | ||
| Advanced Micro Devices Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 191.8 |
| (b) Individuals (high net worth individuals) | 30 | 141.9 |
| (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 | 698 | 333.7 |
| By Discretionary | ||
| Discretionary | 698 | 333.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 698 | 333.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.7 | |
| Total | 698 | 333.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966210] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Slayton Lewis Inc
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UT | 334.4 M |
|
Hewell Financial Group Inc
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334.4 M | |
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Evermont Wealth Inc
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CA | 333.9 M |
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Good Harbor Advisors Inc
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MA | 333.7 M |
|
Dovetail Wealth Management LLC
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|
TX | 333.1 M |
|
Financial Consultants & Advisory Corporation
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|
IN | 333.1 M |
|
My Legacy Advisors LLC
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|
OR | 333.1 M |
|
Dibenedetto & Associates Ltd
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|
IL | 333.1 M |
|
Fields Gottscho Capital Management LLC
✚
|
VA | 333.0 M |
|
Outwing LLC
✚
|
CA | 332.8 M |