| 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 |
Sightline Wealth Advisors, LLC reports $293.9 million in regulatory assets under management on its Form ADV.
Sightline Wealth Advisors, LLC reports 6 employees.
Sightline Wealth Advisors, LLC is based in Groton, CT and has been SEC-registered since 2015.
Sightline Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $236.6M |
| Non-discretionary | $57.3M |
| Total (RAUM) | $293.9M |