# Soundview Private Wealth Advisors

> Soundview Private Wealth Advisors is a state-registered investment advisory firm in Cheshire, CT, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 340845
- Filed as: SOUNDVIEW PRIVATE WEALTH ADVISORS
- Legal name: Ridgeview Holdings Limited Liability Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cheshire, CT
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340845
- AdvisorCensus page: https://advisorcensus.com/firm/soundview-private-wealth-advisors-cheshire-ct-340845

## Quick answers

**How is Soundview Private Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Soundview Private Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Soundview Private Wealth Advisors located?**
Soundview Private Wealth Advisors' principal office is in Cheshire, CT, according to its Form ADV.

**Is Soundview Private Wealth Advisors registered with the SEC or a state?**
Soundview Private Wealth Advisors is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340845.

**How much does Soundview Private Wealth Advisors manage?**
Soundview Private Wealth Advisors reports $65,615,103 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does Soundview Private Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (16).

**Does Soundview Private Wealth Advisors 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/340845

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,615,103
- Discretionary: $65,615,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $20,796,175 |
| High net worth individuals | 16 | $44,818,928 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soundviewpwa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Soundview Private Wealth Advisors (CRD 340845): Form ADV filing data as of October 2026.