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SIGHTLINE WEALTH ADVISORS, LLC
CRD 176520File 801-91168
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$354.2M
Below cohort median (national)
Discretionary AUM
$292.0M
Non-discretionary $62.2M
Clients
290
910 accounts
Employees
5
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 13, 2015
- Principal office
- 495 GOLD STAR HIGHWAY, SUITE 100, GROTON, CT, 06340
- Phone
- (860) 448-0611
- Website
- HTTP://SIGHTLINEWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.2M
- Discretionary AUM
- $292.0M
- Non-discretionary AUM
- $62.2M
- Discretionary accounts
- 755
- Non-discretionary accounts
- 155
- Total accounts
- 910
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.0M |
| High net worth individuals | 118 | $280.2M |
| Individuals (other than high net worth individuals) | 172 | $72.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.