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SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD 300927 · SEC 801-114892
1 SKIDAWAY VILLAGE WALK, SUITE 201, SAVANNAH, GA, 31411, United States
Phone
912-239-4630
Fax
912-239-4626
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.18B
Team
19 total employees; 11 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING ON CREDIT, CASH MANAGEMENT, INSURANCE SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 472 | $134.9M |
| High net worth individuals | 455 | $2.05B |
| Charitable organizations | 11 | $48.4M |
| Corporations/business entities | 12 | $47.2M |
States served
CA, CO, DC, GA, IL, IN, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/people/Sound-View-Wealth-Advisors/100068270749119/
- https://www.focusfinancialpartners.com/
- https://www.linkedin.com/company/focus-financial-partners
- https://www.svadvice.com
- https://www.soundviewealthadvisors.com
- https://twitter.com/focusfinancial
- https://www.linkedin.com/company/sound-view-wealth-advisors-svwa/
- https://www.instagram.com/soundviewwealthadvisors
Official SEC filing: View on IAPD