Sightline Wealth Advisors, LLC
Sightline Wealth Advisors, LLC is an SEC-registered wealth manager in Groton, CT with $354.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Sightline Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 176520, SEC 801-91168, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $354.2M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Groton, CT
- Employees
- 5
- Clients
- 290
- CRD
- 176520
- Ownership
- STEFFEN, MARK, JOSEPH; PELLISH, STEFAN, ALEXANDER; WINN, CHRISTOPHER, EDWARD
How much AUM does Sightline Wealth Advisors, LLC have?
Sightline Wealth Advisors, LLC reported $354.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Sightline Wealth Advisors, LLC?
Disclosed owners and executives of Sightline Wealth Advisors, LLC include STEFFEN, MARK, JOSEPH, PELLISH, STEFAN, ALEXANDER, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.