# Sightline Wealth Advisors, LLC

> Sightline Wealth Advisors, LLC is an SEC-registered investment advisory firm in Groton, CT, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 176520
- Filed as: SIGHTLINE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Groton, CT
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/176520
- AdvisorCensus page: https://advisorcensus.com/firm/sightline-wealth-advisors-llc-groton-ct-176520

## Quick answers

**How is Sightline Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sightline Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sightline Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Asset-based fee: 0.4% to 0.95% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sightline Wealth Advisors, LLC located?**
Sightline Wealth Advisors, LLC's principal office is in Groton, CT, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sightline Wealth Advisors, LLC registered with the SEC or a state?**
Sightline Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 176520.

**How much does Sightline Wealth Advisors, LLC manage?**
Sightline Wealth Advisors, LLC reports $354,203,133 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (82% discretionary).

**How have Sightline Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sightline Wealth Advisors, LLC: Regulatory assets under management: $198,020,105 in the October 2021 data and $354,203,133 in the October 2026 data, up 79%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sightline Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (118).

**Which custodians does Sightline Wealth Advisors, LLC use?**
Sightline Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sightline Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/176520

**What changed in Sightline Wealth Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Asset-based fee: 0.4% to 0.95% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.4% to 0.95% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Minimum annual fee: $2,500

> Sightline generally does not impose a minimum account size for establishing a relationship, but does have a minimum annual fee of $2,500, which may be reduced at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $354,203,133
- Discretionary: $291,996,816
- Non-discretionary: $62,206,317

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $72,940,640 |
| High net worth individuals | 118 | $280,249,052 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,013,441 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NE, NH, NY, RI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Madison, CT

### Websites listed on Form ADV (Item 1.I)
- sightlinewa.com
- sightlinewealthadvisors.com
- sightlinewm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $198,020,105 | 5 | March 4, 2021 |
| October 2022 | $225,757,847 | 3 | September 14, 2022 |
| October 2023 | $215,694,974 | 5 | April 3, 2023 |
| October 2024 | $242,397,670 | 6 | June 7, 2024 |
| October 2025 | $293,878,415 | 6 | July 15, 2025 |
| October 2026 | $354,203,133 | 5 | May 14, 2026 |

Regulatory assets under management: $198,020,105 in the October 2021 data and $354,203,133 in the October 2026 data, up 79%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in VA.

### March 2026
- Regulatory assets under management went from $293,878,415 to $354,203,133 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sightline Wealth Advisors, LLC (CRD 176520): Form ADV filing data as of October 2026.