# SOUND INVESTMENT STRATEGIES, INC.

SOUND INVESTMENT STRATEGIES, INC. of BOTHELL, WA is an SEC-registered investment adviser.

## Registration

- CRD: 141440
- Type: SEC-registered investment adviser
- SEC file number: 801-67170
- Location: 22722 29TH DR SE, BOTHELL, WA, 98021
- Phone: 425-780-4457
- Latest filing: 2026-07-24
- Regulatory AUM: $63.4M
- Discretionary AUM: $60.5M
- Non-discretionary AUM: $2.9M
- Clients: 2
- Accounts: 231

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| ADAMS JAMES RICHARD | CHIEF COMPLIANCE OFFICER | — |
| SCOTT BLAKE LEO | SENIOR PORTFOLIO MANAGER; SHAREHOLDER | — |
| SIRES JEDEDIAH JOHN | EXECUTIVE VICE PRESIDENT | — |
| GUSS STEPHEN SIDNEY | FIRST VICE PRESIDENT; SENIOR PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141440/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141440/similar
- Related entities: https://search.stillhousedata.com/firm/141440/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141440

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.