Soundview Private Wealth Advisors

Overview

Soundview Private Wealth Advisors is a small, privately held limited liability company that manages portfolios for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an ESG investing approach, suggesting environmental, social, or governance factors are incorporated into its investment process. Soundview is not structured as a multi-state adviser or a capital allocator; ownership is listed as individual and the practice appears focused on direct portfolio management rather than institutional consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices