Soundview Advisors
Soundview Advisors is an SEC-registered wealth manager in Olympia, WA with $387.2M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Soundview Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114437, SEC 801-68960, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $387.2M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Olympia, WA
- Employees
- 11
- Clients
- 190
- CRD
- 114437
- Ownership
- STOLTENBERG, BRUCE, CARL; SLATER, KEVIN, LEE; RIGG, KEVIN, M; CREEL, ANGELLA, RAE; PORTER, NATHAN, WALTER
How much AUM does Soundview Advisors have?
Soundview Advisors reported $387.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Soundview Advisors?
Disclosed owners and executives of Soundview Advisors include STOLTENBERG, BRUCE, CARL, SLATER, KEVIN, LEE, RIGG, KEVIN, M, CREEL, ANGELLA, RAE, PORTER, NATHAN, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.