Sightline Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Groton, CT. Its latest Form ADV filing, dated February 19, 2026, reports $354M in regulatory assets under management, 5 employees, 1 office, and 910 accounts.
Assets Under Management
$354M
Employees
5
Offices
1 office
Total Clients
290
Primary office
GROTON, CT
495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
172
2
HNWI
40.7%
118
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of February 19, 2026
Discretionary82.4%
$292M
82% of total RAUM82.4%
Non-discretionary17.6%
$62M
18% of total RAUM17.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$354M
Total Accounts910
10Y AUM Change+$228M (+180.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.