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| Sound View Wealth Advisors Group LLC
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|---|---|
| CRD # | 300927 |
| SEC # | 801-114892 |
| CIK # | 0001784777, 0001767243 |
| AUM | $1.9 B (2025-05-23) |
| Employees | 18 (56% Investors, 6% Brokers) |
| Phone | 912-239-4630 |
| Address | 1 Skidaway Village Walk Savannah, GA 31411 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 60.3 | ||
| Microsoft Corp | 46.8 | ||
| Nvidia Corp | 37.7 | ||
| Amazon Com Inc | 19.7 | ||
| J P Morgan Chase & Co | 18.4 | ||
| Lilly Eli & Co | 18.2 | ||
| Broadcom Inc | 17.7 | ||
| Bristol Myers Squibb Co | 14.3 | ||
| Procter & Gamble Co | 13.8 | ||
| Home Depot Inc | 13.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 119.1 |
| (b) Individuals (high net worth individuals) | 405 | 1,744.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 43.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,947 | 1,937.7 |
| By Discretionary | ||
| Discretionary | 2,915 | 1,924.7 |
| Non-Discretionary | 32 | 13.0 |
| Total | 2,947 | 1,937.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,937.7 | |
| Total | 2,947 | 1,937.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767243] | |
| 13F-HR | [0001784777] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Century Investments Private Client Group Inc
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|
MO | 2.0 |
|
Natural Investments Pbllc
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|
2.0 | |
|
TPG Financial Advisors LLC
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OR | 2.0 |
|
Sather Financial Group Inc
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|
TX | 1.9 |
|
Magnus Financial Group LLC
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NY | 1.9 |
|
Willow Creek Wealth Management Inc
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|
CA | 1.9 |
|
Bankers Life Advisory Services Inc
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|
IL | 1.9 |
|
Northwest Financial Advisors LLC
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|
VA | 1.9 |
|
Fiduciary Alliance LLC
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SC | 1.9 |
|
Stack Financial Management Inc
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|
MT | 1.9 |