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Sound View Wealth Advisors Group, LLC

● SEC registered since 2019CRD 300927SEC# 801-114892Savannah, GA
Export (members)
Reg. AUM
$1.94B
Employees
18
Accounts
2,947
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 $1.9 billion in regulatory assets under management and employs 18 people.
www.facebook.com/people/sound-view-wealth-advisors/100068270749119View on SEC.gov ↗

Sound View Wealth Advisors Group, LLC owners & executives

18 reported
NameTitleOwnershipSince
Edward Francis Ambrose ControlPartnerUnder 5%2019
Focus Operating, LLC ControlMember (manager)Over 75%2019
Kelly Lee Bouchillon ControlSenior PartnerUnder 5%2019
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Frequently asked questions

How much does Sound View Wealth Advisors Group, LLC manage?

Sound View Wealth Advisors Group, LLC reports $1.9 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 18 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

Address1 Skidaway Village Walk, Suite 201, Savannah, GA 31411
Phone912-239-4630
Fax912-239-4626
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1784777
Discloses disciplinary historyNo

Assets under management

Discretionary$1.92B
Non-discretionary$13M
Total (RAUM)$1.94B