Sound View Wealth Advisors Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Savannah, GA. Its latest Form ADV filing, dated March 29, 2026, reports $2.3B in regulatory assets under management, 19 employees, 2 offices, and 3,285 accounts.
Assets Under Management
$2.3B
Employees
19
Offices
2 offices
Total Clients
950
Primary office
SAVANNAH, GA
1 SKIDAWAY VILLAGE WALK, SUITE 201, SAVANNAH, GA, United States
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
472
2
HNWI
47.9%
455
3
Corporations
1.3%
12
4
Charitable
1.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 29, 2026
Discretionary95.8%
$2.2B
96% of total RAUM95.8%
Non-discretionary4.2%
$96M
4% of total RAUM4.2%
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$2.3B
Total Accounts3,285
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee50:1
10Y Employee Change+14 (+280.0%)
* 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.