STRAIT & SOUND WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 309306). Regulatory assets under management: $333.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Daniel Allen Barnes | CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| Todd Alan Sixt | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Melanie Minh Lee | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Cory Brett Baer | CHIEF BUSINESS DEVELOPMENT OFFICER; MANAGING MEMBER | — |
| BARNES SCOTT ALLEN | CHIEF INVESTMENT OFFICER; MANAGING MEMBER; PRESIDENT (+2 more) | — |
| SIXT TODD ALAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Lee Melanie Minh | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BAER CORY BRETT | CHIEF BUSINESS DEVELOPMENT OFFICER; MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 16 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (425) 546-0226 |
| BELLEVUE | WA | 1 | (425) 577-7714 |
| — | — | 1 | (425) 669-9449 |
| SAN FRANCISCO | CA | 1 | (503) 860-2709 |
| — | — | 1 | (425) 829-9148 |
| — | — | 1 | (425) 546-0227 |
| — | — | 1 | (425) 442-9838 |
| — | — | 1 | (425) 829-9148 |
| BELLEVUE | WA | 1 | (425) 577-7714 |
| — | — | 1 | (425) 669-9449 |
| — | — | 1 | (425) 546-0226 |
| SAN FRANCISCO | CA | 1 | (503) 860-2709 |
| — | — | 1 | (425) 829-9148 |
| — | — | 1 | (425) 546-0227 |
| — | — | 1 | (425) 442-9838 |