Sightline Wealth Advisors, LLC
● SEC registered since 2015CRD 176520SEC# 801-91168Groton, CT
Reg. AUM
$354.2M
Employees
5
Accounts
910
Location
Groton, CT
Sightline Wealth Advisors, LLC assets under management
Sightline Wealth Advisors, LLC is an SEC-registered investment adviser based in Groton, CT. The firm has been registered since 2015. It reports $354.2 million in regulatory assets under management and employs 5 people.
Sightline Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Joseph Steffen Control | Managing Member | 50-75% | 2015 |
| Stefan Alexander Pellish Control | Managing Member And Chief Compliance Officer | 50-75% | 2015 |
Frequently asked questions
How much does Sightline Wealth Advisors, LLC manage?
Sightline Wealth Advisors, LLC reports $354.2 million in regulatory assets under management on its Form ADV.
How many employees does Sightline Wealth Advisors, LLC have?
Sightline Wealth Advisors, LLC reports 5 employees.
Where is Sightline Wealth Advisors, LLC located?
Sightline Wealth Advisors, LLC is based in Groton, CT and has been SEC-registered since 2015.
Does Sightline Wealth Advisors, LLC disclose fund performance?
Sightline Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 495 Gold Star Highway, Suite 100, Groton, CT 06340 |
| Phone | (860) 448-0611 |
| Fax | (860) 445-0269 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1841979 |
| Discloses disciplinary history | No |
Regulatory AUM
$354.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$354.2Mregulatory AUM
Discretionary $292MNon-discretionary $62.2M