Strait & Sound
SEC RegisteredSound Counsel for Life's Most Important Transitions
About the firm
Founded in 2020, Strait & Sound is a Pacific Northwest-based wealth management firm established to help successful families navigate life's financial transitions. The firm acts as dedicated problem solvers for family stewards, providing critical thinking and objective oversight to coordinate financial life across multiple generations. Their approach is built on a foundation of kindness and professional servitude.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Charitable giving and legacy planning, financial education, portfolio management, retirement strategies, risk management, estate strategies, life insurance, and tailored financial services for HNW/UHNW clients.
Who they serve
Successful families, family stewards managing the needs of aging parents and growing children, high-net-worth and ultra-high-net-worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 213 | $192M |
| High Net Worth Individuals | 30 | $142M |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $300,000 | 1.50% |
| $300,000 - $600,000 | 1.30% |
| $600,000 - $1,200,000 | 1.10% |
| $1,200,000 - $2,400,000 | 1.00% |
| $2,400,000 - $5,000,000 | 0.90% |
| $5,000,000 - $10,000,000 | 0.80% |
| Over $10,000,000 | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Strait & Sound has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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