# Sightline Wealth

> Sightline Wealth is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 336167
- Filed as: SIGHTLINE WEALTH
- Legal name: Sightline Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336167
- AdvisorCensus page: https://advisorcensus.com/firm/sightline-wealth-336167

## Quick answers

**How is Sightline Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Sightline Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sightline Wealth registered with the SEC or a state?**
Sightline Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336167.

**How much does Sightline Wealth manage?**
Sightline Wealth reports $56,000,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Sightline Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (73); individuals (other than high net worth individuals) (30).

**Does Sightline Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336167

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $56,000,000
- Discretionary: $56,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $10,000,000 |
| High net worth individuals | 73 | $46,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sightline Wealth (CRD 336167): Form ADV filing data as of October 2026.