Strait & Sound Wealth Management LLC
Strait & Sound Wealth Management LLC is a registered investment adviser headquartered in Bainbridge Island, WA. Founded in 2020, the firm provides comprehensive wealth management and financial advisory services primarily to individuals, including both high net worth and other clients. The firm is led by experienced financial professionals focused on aligning clients' exposure to risk with their long-term financial goals. Strait & Sound employs 8 staff members and prioritizes delivering superior client service and financial independence for its clients.
Investment Strategy
Strait & Sound Wealth Management offers holistic wealth management tailored to the long-term goals and risk tolerance of each client. Their approach involves active portfolio management with a focus on diversified equity holdings, including major technology and consumer companies. They avoid pooled vehicles and institutional assets, instead specializing in discretionary portfolio management for individuals and families. Their philosophy is rooted in deep client understanding, goal-driven planning, and smart risk management to enable financial independence and community impact.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.31% | $26.9M | 105,485 | $177.08 | $254.63 | +$8.0M |
M MSFT | MICROSOFT CORP | 7.15% | $18.6M | 35,959 | $267.16 | $517.95 | +$750.3K |
N NVDA | NVIDIA CORPORATION | 5.24% | $13.7M | 73,188 | $38.73 | $186.58 | +$2.2M |
T TBIL | RBB FD INC | 4.56% | $11.9M | 237,649 | $49.87 | $50.00 | +$263.8K |
S SGOV | ISHARES TR | 4.41% | $11.5M | 114,027 | $100.27 | $100.70 | -$210.8K |