SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD #300927 SEC #801-114892 SAVANNAH, GA 912-239-4630
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
18
Clients
10
Accounts
2,947
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.9B | $1.9B | $13M | 18 | 0 |
| May 2025 | $1.9B | $1.9B | $13M | 18 | 0 |
| Mar 2025 | $1.9B | $1.9B | $13M | 18 | 0 |
| Oct 2024 | $1.6B | $1.5B | $148.4M | 17 | 0 |
| Mar 2024 | $1.6B | $1.5B | $148.4M | 17 | 0 |
| Oct 2023 | $1.4B | $1.4B | $4.1M | 15 | 0 |
| Sep 2023 | $1.4B | $1.4B | $4.1M | 15 | 0 |
| Sep 2023 | $1.4B | $1.4B | $4.1M | 15 | 0 |
| Sep 2023 | $1.4B | $1.4B | $4.1M | 15 | 0 |
| Mar 2023 | $1.4B | $1.4B | $4.1M | 15 | 0 |
| Dec 2022 | $1.2B | $945.4M | $274.4M | 13 | 0 |
| Nov 2022 | $1.2B | $945.4M | $274.4M | 13 | 0 |
| Mar 2022 | $1.2B | $945.4M | $274.4M | 13 | 0 |
| Apr 2021 | $932.9M | $787.9M | $145.1M | 12 | 0 |
| Mar 2021 | $932.9M | $787.9M | $145.1M | 12 | 0 |
| Dec 2020 | $843.9M | $732.3M | $111.7M | 12 | 0 |
| Sep 2020 | $843.9M | $732.3M | $111.7M | 12 | 0 |
| Jun 2020 | $824.3M | $732.7M | $91.6M | 12 | 0 |
| Mar 2020 | $824.3M | $732.7M | $91.6M | 12 | 0 |
| Nov 2019 | $757M | $716.1M | $40.9M | 10 | 0 |
| Oct 2019 | $757M | $716.1M | $40.9M | 10 | 0 |
| May 2019 | $757M | $716.1M | $40.9M | 10 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13M
Employees18
Clients0
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13M
Employees18
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$13M
Employees18
Clients0
DateOct 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$148.4M
Employees17
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$148.4M
Employees17
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees15
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees15
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees15
Clients0
DateSep 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees15
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$4.1M
Employees15
Clients0
DateDec 2022
Total AUM$1.2B
Discretionary$945.4M
Non-Disc.$274.4M
Employees13
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$945.4M
Non-Disc.$274.4M
Employees13
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$945.4M
Non-Disc.$274.4M
Employees13
Clients0
DateApr 2021
Total AUM$932.9M
Discretionary$787.9M
Non-Disc.$145.1M
Employees12
Clients0
DateMar 2021
Total AUM$932.9M
Discretionary$787.9M
Non-Disc.$145.1M
Employees12
Clients0
DateDec 2020
Total AUM$843.9M
Discretionary$732.3M
Non-Disc.$111.7M
Employees12
Clients0
DateSep 2020
Total AUM$843.9M
Discretionary$732.3M
Non-Disc.$111.7M
Employees12
Clients0
DateJun 2020
Total AUM$824.3M
Discretionary$732.7M
Non-Disc.$91.6M
Employees12
Clients0
DateMar 2020
Total AUM$824.3M
Discretionary$732.7M
Non-Disc.$91.6M
Employees12
Clients0
DateNov 2019
Total AUM$757M
Discretionary$716.1M
Non-Disc.$40.9M
Employees10
Clients0
DateOct 2019
Total AUM$757M
Discretionary$716.1M
Non-Disc.$40.9M
Employees10
Clients0
DateMay 2019
Total AUM$757M
Discretionary$716.1M
Non-Disc.$40.9M
Employees10
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0