Daniel Wu
Strait & Sound · Burlingame, California
Daniel Wu is a fee-only financial advisor at Strait & Sound in Burlingame, California. Strait & Sound reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Strait & Sound |
|---|---|
| Based in | Burlingame, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $333.7M across 698 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 2651056 |
| Exams passed | Series 63 (1995) · Series 66 (2005) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.straitandsound.com |
How Daniel's firm compares
- Strait & Sound's average account is about $478,000, from its Form ADV (assets managed divided by 698 accounts).
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Questions about Daniel
Is Daniel Wu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Strait & Sound reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Strait & Sound, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Wu based?
Daniel Wu is based in Burlingame, California.
Is Daniel Wu registered with the SEC?
Yes. Daniel Wu is registered as an investment adviser representative in CA and WA (CRD 2651056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Strait & Sound manage?
Strait & Sound reports $333.7M across 698 accounts in assets under management.
How do I contact Daniel Wu?
Through Daniel's website, www.straitandsound.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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