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SOUND VIEW WEALTH ADVISORS GROUP, LLC

SAVANNAH, GA · CRD 300927 · IAPD ↗ · 912-239-4630

$2.28BRegulatory AUM
11Advisory reps
19Employees
0Clients
1-10Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SOUND VIEW WEALTH ADVISORS GROUP, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — SOUND VIEW WEALTH ADVISORS GROUP, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — SOUND VIEW WEALTH ADVISORS GROUP, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
November 2024 — SOUND VIEW WEALTH ADVISORS GROUP, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.