# Strait & Sound

Strait & Sound is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** straitandsound.com
- **LinkedIn:** https://www.linkedin.com/company/strait-and-sound

## Regulatory record

- **CRD number:** 309306
- **SEC file number:** 801-118892
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309306

## About

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. 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.

## 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.

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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