RIA Intel›Advisers›Georgia›SOUND VIEW WEALTH ADVISORS GROUP, LLC

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Advisory

N·SAVANNAH, GA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+18.2%

3-Year CAGR

+17.3%

Employees

11

Assets Under Management

Total AUM$2.3B

Discretionary AUM$2.2B

Non-Discretionary AUM$96M

Discretionary %95.8%

Total Clients844

Team

Total Employees11

Investment Advisers19

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record20

First FilingFeb 25, 2019

Latest FilingMar 29, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOUND VIEW WEALTH ADVISORS GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.