Sound View Wealth Advisors LLC
- Assets, Funds, Holdings
| Sound View Wealth Advisors LLC
|
|---|
| CRD # | 291457 |
| SEC # | 801-112221 |
| CIK # | 0001784777, 0001767243 |
| AUM |
|
| Employees |
5 (100% Investors, 20% Brokers)
|
| Phone | 912-239-4630 |
| Address | 1 Skidaway Village Walk
Savannah, GA 31411 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|---|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|---|
|
Apple Inc
|
2,382,844.0 |
48.1 |
|
Microsoft Corp
|
1,918,222.4 |
34.5 |
|
Lilly Eli & Co
|
301,789.7 |
24.1 |
|
Nvidia Corp
|
399,550.0 |
22.8 |
|
Amazon Com Inc
|
1,092,997.8 |
13.8 |
|
Procter & Gamble Co
|
338,108.9 |
13.5 |
|
Johnson & Johnson
|
465,600.2 |
11.4 |
|
J P Morgan Chase & Co
|
340,169.2 |
11.4 |
|
Alphabet Inc
|
1,482,566.4 |
10.8 |
|
Home Depot Inc
|
277,648.0 |
10.7 |
|
AbbVie Inc
|
269,466.6 |
9.3 |
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| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
400
|
88.1 |
| (b) Individuals (high net worth individuals) |
350
|
570.7 |
| (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 |
4 |
10.0 |
| (h) Charitable organizations |
4 |
4.0 |
| (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 |
25 |
3.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,900 |
675.8 |
| By Discretionary |
| Discretionary |
1,900 |
675.8 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,900 |
675.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
675.8 |
| Total |
1,900 |
675.8 |
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False
166456751