SIGHTLINE WEALTH ADVISORS, LLC
CRD #176520 SEC #801-91168 GROTON, CT (860) 448-0611
SEC Registered
Total AUM
$293.9M
Discretionary
$236.6M
Employees
6
Clients
0
Accounts
823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $293.9M | $236.6M | $57.3M | 6 | 0 |
| Mar 2025 | $293.9M | $236.6M | $57.3M | 6 | 0 |
| Nov 2024 | $242.4M | $193.6M | $48.8M | 6 | 0 |
| Jun 2024 | $242.4M | $193.6M | $48.8M | 6 | 0 |
| Mar 2024 | $242.4M | $193.6M | $48.8M | 6 | 0 |
| Apr 2023 | $215.7M | $166.7M | $49M | 5 | 0 |
| Mar 2023 | $215.7M | $166.7M | $49M | 5 | 0 |
| Nov 2022 | $225.8M | $168.6M | $57.1M | 3 | 0 |
| Sep 2022 | $225.8M | $168.6M | $57.1M | 3 | 0 |
| Apr 2022 | $225.8M | $168.6M | $57.1M | 3 | 0 |
| Mar 2022 | $225.8M | $168.6M | $57.1M | 3 | 0 |
| Mar 2022 | $225.8M | $168.6M | $57.1M | 3 | 0 |
| Mar 2021 | $198M | $143.3M | $54.8M | 5 | 0 |
| Jun 2020 | $185.2M | $129.5M | $55.7M | 5 | 0 |
| Mar 2020 | $185.2M | $129.5M | $55.7M | 5 | 0 |
| Mar 2019 | $153.3M | $104.7M | $48.6M | 5 | 0 |
| Apr 2018 | $154.3M | $105.9M | $48.4M | 5 | 0 |
| Mar 2018 | $154.3M | $105.9M | $48.4M | 5 | 0 |
| Mar 2017 | $126.5M | $61M | $65.5M | 5 | 200 |
| Aug 2016 | $116.6M | $37.6M | $79M | 5 | 200 |
| Aug 2016 | $116.6M | $37.6M | $79M | 3 | 200 |
| Mar 2016 | $116.6M | $37.6M | $79M | 3 | 200 |
| Mar 2016 | $116.6M | $37.6M | $79M | 3 | 200 |
| Sep 2015 | $113.2M | $32.6M | $80.6M | 3 | 200 |
| Aug 2015 | $113.2M | $32.6M | $80.6M | 3 | 200 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$293.9M
Discretionary$236.6M
Non-Disc.$57.3M
Employees6
Clients0
DateMar 2025
Total AUM$293.9M
Discretionary$236.6M
Non-Disc.$57.3M
Employees6
Clients0
DateNov 2024
Total AUM$242.4M
Discretionary$193.6M
Non-Disc.$48.8M
Employees6
Clients0
DateJun 2024
Total AUM$242.4M
Discretionary$193.6M
Non-Disc.$48.8M
Employees6
Clients0
DateMar 2024
Total AUM$242.4M
Discretionary$193.6M
Non-Disc.$48.8M
Employees6
Clients0
DateApr 2023
Total AUM$215.7M
Discretionary$166.7M
Non-Disc.$49M
Employees5
Clients0
DateMar 2023
Total AUM$215.7M
Discretionary$166.7M
Non-Disc.$49M
Employees5
Clients0
DateNov 2022
Total AUM$225.8M
Discretionary$168.6M
Non-Disc.$57.1M
Employees3
Clients0
DateSep 2022
Total AUM$225.8M
Discretionary$168.6M
Non-Disc.$57.1M
Employees3
Clients0
DateApr 2022
Total AUM$225.8M
Discretionary$168.6M
Non-Disc.$57.1M
Employees3
Clients0
DateMar 2022
Total AUM$225.8M
Discretionary$168.6M
Non-Disc.$57.1M
Employees3
Clients0
DateMar 2022
Total AUM$225.8M
Discretionary$168.6M
Non-Disc.$57.1M
Employees3
Clients0
DateMar 2021
Total AUM$198M
Discretionary$143.3M
Non-Disc.$54.8M
Employees5
Clients0
DateJun 2020
Total AUM$185.2M
Discretionary$129.5M
Non-Disc.$55.7M
Employees5
Clients0
DateMar 2020
Total AUM$185.2M
Discretionary$129.5M
Non-Disc.$55.7M
Employees5
Clients0
DateMar 2019
Total AUM$153.3M
Discretionary$104.7M
Non-Disc.$48.6M
Employees5
Clients0
DateApr 2018
Total AUM$154.3M
Discretionary$105.9M
Non-Disc.$48.4M
Employees5
Clients0
DateMar 2018
Total AUM$154.3M
Discretionary$105.9M
Non-Disc.$48.4M
Employees5
Clients0
DateMar 2017
Total AUM$126.5M
Discretionary$61M
Non-Disc.$65.5M
Employees5
Clients200
DateAug 2016
Total AUM$116.6M
Discretionary$37.6M
Non-Disc.$79M
Employees5
Clients200
DateAug 2016
Total AUM$116.6M
Discretionary$37.6M
Non-Disc.$79M
Employees3
Clients200
DateMar 2016
Total AUM$116.6M
Discretionary$37.6M
Non-Disc.$79M
Employees3
Clients200
DateMar 2016
Total AUM$116.6M
Discretionary$37.6M
Non-Disc.$79M
Employees3
Clients200
DateSep 2015
Total AUM$113.2M
Discretionary$32.6M
Non-Disc.$80.6M
Employees3
Clients200
DateAug 2015
Total AUM$113.2M
Discretionary$32.6M
Non-Disc.$80.6M
Employees3
Clients200
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0