Daniel Wu
Investment adviser representative at Strait & Sound
21 yearsExperience
2 statesRegistered in
$333.7MFirm assets
6 yearsFirm in business
Are you Daniel Wu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Strait & SoundApr 2022 to now
- Pair Capital Wealth Management, LLCFeb 2018 to now
- Pair Lending LLCJan 2016 to now
- Onvest LLCJul 2015 to now
- Global Investment Science, LLCNov 2017 to Dec 2021
- Pg Global Wealth Management, Inc.Nov 2016 to Dec 2021
- Gps Capital Management, LLCOct 2005 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Strait & Sound
Legal name: Strait & Sound Wealth Management LLC
$333.7MAssets managed
243Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651056
- Firm CRD
- 309306