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SIGHTLINE WEALTH ADVISORS, LLC
CRD 176520 · SEC 801-91168
495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340, United States
Phone
(860) 448-0611
Fax
(860) 445-0269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.2M
Discretionary AUM
$292.0M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $72.9M |
| High net worth individuals | 118 | $280.2M |
States served
MA, NE, NY, RI, VA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD