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Strait & Sound Wealth Management LLC

● SEC registered since 2020CRD 309306SEC# 801-118892
Export (members)
Reg. AUM
$303.9M
Employees
8
Accounts
658
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 $303.9 million in regulatory assets under management and employs 8 people.
www.straitandsound.comView on SEC.gov ↗

Strait & Sound Wealth Management LLC owners & executives

11 reported
NameTitleOwnershipSince
Cory Brett Baer ControlChief Business Development OfficerUnder 5%2021
Daniel Allen Barnes ControlChief Investment OfficerUnder 5%2020
Hamilton Advisors LLCMember50-75%2020
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Frequently asked questions

How much does Strait & Sound Wealth Management LLC manage?

Strait & Sound Wealth Management LLC reports $303.9 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 8 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 hoursBy Appt.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$287.8M
Non-discretionary$16.2M
Total (RAUM)$303.9M