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SIGHTLINE WEALTH LLC

Advisory

CA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in CA
#3,340
of 5,480 advisers by AUM
Average account
$544K
across 103 accounts
AUM per adviser
$56M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$56M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients103
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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