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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| PELLISH, STEFAN, ALEXANDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
| STEFFEN, MARK, JOSEPH | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (7)
CT FL MA NE NH NY RI
Address
495 GOLD STAR HIGHWAYSUITE 100
GROTON, CT 06340
United States
Phone: (860) 448-0611