Bank / Wealth / Trust

Updated:

Strait & Sound

Strait & Sound is a Bellevue-based RIA founded in 2020, serving high-net-worth clients in the Pacific Northwest.

Strait & Sound

Strait & Sound was founded in 2020 and is headquartered in Bellevue, Washington. The firm registered with the SEC as an investment adviser, providing portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities. The firm's wealth-origin context is not publicly disclosed; its client base appears concentrated in the greater Seattle metropolitan area. The firm delivers investment advisory services centered on traditional portfolio management and holistic financial planning. Asset-class exposure likely spans equities, fixed income, and cash management for its private-client base, though no specific allocations, named portfolio holdings, or direct investment strategies have been publicly documented. Strait & Sound does not appear to operate dedicated private equity, venture, or direct co-investment programs — its strategy is consistent with a boutique RIA serving local families and professionals. Geographic focus remains on the US Pacific Northwest. Operational scale is not publicly disclosed. The firm does not publish team size, total regulatory assets under management, or client-count figures. No additional offices, adjacent philanthropic vehicles, or operating-company relationships have been identified. No dated operational events from the last 24 months — such as key hires, acquisitions, or strategy pivots — are available in public record. The firm's structural differentiator is its quiet, post-pandemic launch into a concentrated, high-affluence geography — Bellevue — without public marketing, a website presence, or visible institutional ambition. This posture suggests a practice built on existing personal networks and word-of-mouth referrals rather than scalable institutional asset gathering, though the architecture remains undocumented.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bellevue

Corporate office

Bellevue, WA, United States

Frequently asked questions

Who runs investment decisions at Strait & Sound?

The firm's named principals and investment decision-makers are not publicly disclosed. Strait & Sound operates as a registered investment adviser in Washington state, but no individual portfolio managers, CIO, or managing directors have been identified through public records or the firm's own communications.

What is Strait & Sound's regulatory status?

Strait & Sound is registered with the US Securities and Exchange Commission as an investment adviser. The firm's Form ADV filing confirms its Bellevue, Washington headquarters, its 2020 founding date, and its service to individuals, high-net-worth individuals, and business entities.

Does Strait & Sound participate in fund commitments or only direct deals?

Strait & Sound does not publicly disclose participation in fund commitments or direct private investments. Its disclosed service model centers on financial planning and portfolio management consistent with a traditional registered investment adviser, with no evidence of private-market or alternative-investment activity.

Where does Strait & Sound's client base originate?

The underlying wealth of Strait & Sound's clients is not publicly disclosed. The firm's Bellevue location places it within the Seattle metropolitan area's high-tech and professional-services economy, but no specific wealth-origin narratives — such as technology liquidity events or multi-generational family wealth — have been confirmed.

Does Strait & Sound maintain philanthropic structures or family office services?

No philanthropic foundations, donor-advised funds, or family-office service lines associated with Strait & Sound appear in public record. The firm's Form ADV filing describes standard investment advisory services without indication of multi-generational wealth planning, trust services, or charitable-entity management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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