Sightline Wealth

Overview

Sightline Wealth is a single-office, independent registered investment adviser organized as an LLC that serves individual and family clients with fee-based portfolio management and financial planning. The firm bills on a percentage-of-AUM basis and focuses client relationships on discretionary portfolio management for individuals and small businesses. Its public filing identifies a clear tilt toward listed equities: exchange-traded securities represent the largest asset class on the books and the firm is not described as an active ESG investor. The adviser does not appear to position itself as a capital allocator to third-party alternative managers, and its business model centers on direct portfolio construction using mutual funds and exchange-traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices