RIA Intel›Advisers›Connecticut›SIGHTLINE WEALTH ADVISORS, LLC

SIGHTLINE WEALTH ADVISORS, LLC

Advisory

N·GROTON, CT

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$354M
1-Year AUM Growth
0.0%
3-Year CAGR
+5.6%
Employees
4
Assets Under Management
Total AUM$354M
Discretionary AUM$292M
Non-Discretionary AUM$62M
Discretionary %82.4%
Total Clients269
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record28
First FilingApr 6, 2015
Latest FilingFeb 19, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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