Sound View Wealth Advisors Group, LLC
● SEC registered since 2019CRD 300927SEC# 801-114892Savannah, GA
Reg. AUM
$2.28B
Employees
19
Accounts
3,285
Location
Savannah, GA
Sound View Wealth Advisors Group, LLC assets under management
Sound View Wealth Advisors Group, LLC is a registered investment adviser overseen by the SEC based in Savannah, GA. The firm has been registered since 2019. It reports $2.3 billion in regulatory assets under management and employs 19 people.
Sound View Wealth Advisors Group, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Francis Ambrose Control | Partner | Under 5% | 2019 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2019 |
| Kelly Lee Bouchillon Control | Senior Partner | Under 5% | 2019 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sound View Wealth Advisors Group, LLC manage?
Sound View Wealth Advisors Group, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Sound View Wealth Advisors Group, LLC have?
Sound View Wealth Advisors Group, LLC reports 19 employees.
Where is Sound View Wealth Advisors Group, LLC located?
Sound View Wealth Advisors Group, LLC is based in Savannah, GA and has been SEC-registered since 2019.
Does Sound View Wealth Advisors Group, LLC disclose fund performance?
Sound View Wealth Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411 |
| Phone | 912-239-4630 |
| Fax | 912-239-4626 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1784777 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.18BNon-discretionary $95.8M