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| Sound View Wealth Advisors Group LLC
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| CRD # | 300927 |
| SEC # | 801-114892 |
| CIK # | 0001784777, 0001767243 |
| AUM | 2,279.6 M (2026-03-29) |
| Employees | 19 (58% Investors, 5% Brokers) |
| Phone | 912-239-4630 |
| Address | 1 Skidaway Village Walk Savannah, GA 31411 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 69.7 | ||
| Nvidia Corp | 39.8 | ||
| Microsoft Corp | 34.8 | ||
| Lilly Eli & Co | 20.6 | ||
| J P Morgan Chase & Co | 19.0 | ||
| Amazon Com Inc | 18.5 | ||
| Broadcom Inc | 17.0 | ||
| Alphabet Inc | 16.7 | ||
| Johnson & Johnson | 16.6 | ||
| Bristol Myers Squibb Co | 14.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 0.1 |
| (b) Individuals (high net worth individuals) | 455 | 2.0 |
| (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 | 11 | 0.0 |
| (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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,285 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,065 | 2.2 |
| Non-Discretionary | 220 | 0.1 |
| Total | 3,285 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,285 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767243] | |
| 13F-HR | [0001784777] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
American Century Investments Private Client Group Inc
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MO | 2,332.4 M |
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Magnus Financial Group LLC
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NY | 2,326.1 M |
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UT | 2,324.0 M |
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Willow Creek Wealth Management Inc
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CA | 2,302.5 M |
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Verus Capital Partners LLC
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AZ | 2,290.8 M |
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Vestor Capital LLC
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IL | 2,275.9 M |
|
Sather Financial Group Inc
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TX | 2,267.1 M |
|
Twelve Points Wealth Management LLC
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MA | 2,243.9 M |
|
TPG Financial Advisors LLC
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OR | 2,217.9 M |
|
The Forum Finance Group Sa
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2,208.0 M |