Strait & Sound Wealth Management LLC
● SEC registered since 2020CRD 309306SEC# 801-118892
Reg. AUM
$333.7M
Employees
10
Accounts
698
Location
—
Strait & Sound Wealth Management LLC assets under management
Strait & Sound Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $333.7 million in regulatory assets under management and employs 10 people.
Strait & Sound Wealth Management LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Brett Baer Control | Chief Business Development Officer | Under 5% | 2021 |
| Daniel Allen Barnes Control | Chief Investment Officer | Under 5% | 2020 |
| Hamilton Advisors LLC | Member | 50-75% | 2020 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strait & Sound Wealth Management LLC manage?
Strait & Sound Wealth Management LLC reports $333.7 million in regulatory assets under management on its Form ADV.
How many employees does Strait & Sound Wealth Management LLC have?
Strait & Sound Wealth Management LLC reports 10 employees.
Does Strait & Sound Wealth Management LLC disclose fund performance?
Strait & Sound Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (425) 577-7710 |
| Office hours | By Appt. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$333.7M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$333.7Mregulatory AUM
Discretionary $333.7M