SIGHTLINE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$354M
Discretionary
$292M
82% of AUM
Avg account
$389K
Accounts
910
Employees
5
Advisory reps
4

Firm details

Headquarters
GROTON, Connecticut
CRD number
176520
Registered since
April 13, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.12%
  • Individuals20.59%
  • Corporations / Businesses0.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sightline Wealth Advisors, LLC is an independent, SEC‑registered RIA formed in 2015 and organized as an LLC. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset‑based fees, hourly billing, and fixed fees. Sightline does not describe itself as a capital allocator, is not a multi‑state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 5%, US Government Bonds 4%, Public Funds/Mutual Funds 4%, Private Funds 2%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents5%
  • US Government Bonds4%
  • Public Funds/Mutual Funds4%
  • Private Funds2%

Contacts

3 of 4
  • WILLIAM DUVALL

    Trade OperationsCRD 4746407

  • STEFAN PELLISH

    PrincipalCRD 2726284

  • MARK STEFFEN

    PrincipalCRD 2457526

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 79

Active vs passive

$250M in ETFs

Passive

100%

$250M

Active

0%

$751K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND (BND)VanguardPassiveIntermediate Core Bond$27.3M371,20710.92%

Location

Primary office

GROTON, CT

NEW LONDON

Location

GROTON, CT

Headquartered in GROTON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
NEW LONDON
Address
495 Gold Star Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth