SOUND VIEW WEALTH ADVISORS GROUP, LLC

Overview

Sound View Wealth Advisors Group, LLC is an independent registered investment adviser that began SEC registration in 2019 and operates as a limited liability company owned by domestic entities and individuals. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Beyond portfolio management and financial planning for individuals and small businesses, the adviser lists pension consulting services, selection of other advisers, publication of periodicals/newsletters, and educational seminars/workshops among its advisory activities. It also engages in other financial product sales. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser. Its business model places emphasis on directing client assets to outside managers when appropriate—the firm self-identifies as a capital allocator and notes the selection of third-party advisers as part of its offering.

Assets & Accounts

Public Holdings

Investments & Alternatives