SOUND VIEW WEALTH ADVISORS, LLC

HTTP://WWW.SOUNDVIEWWEALTHADVISORS.COM SAVANNAH, GA Investment Advisor How do I update this listing?

Sound View Wealth Advisors is based out of Savannah. Sound View Wealth Advisors is a large advisory firm with 783 clients and discretionary assets under management (AUM) of $675,832,629 (Form ADV from 2019-01-11). Their last reported 13F filing for Q4 2018 included $275,894,000 in managed 13F securities and a top 10 holdings concentration of 23.58%. Sound View Wealth Advisors's largest holding is Johnson & Johnson Co. with shares held of 76,915. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -1.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SOUND VIEW WEALTH ADVISORS, LLC
1 SKIDAWAY VILLAGE WALK SUITE 201
SAVANNAH GA    31411
Country: United States

Business Phone: 912.239.4630
Fax: 912.239.4626
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 783
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SOUND VIEW WEALTH ADVISORS, LLC

ownership team - last updated 2018-05-03
Name Title Start Date Direct/Indirect % Ownership
SOUND VIEW WEALTH HOLDINGS, LLC MANAGING MEMBER 11/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC MANAGING MEMBER direct 2017-11-01
BOUCHILLON, MELISSA, K CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER direct 2018-03-01
BOUCHILLON, KELLY, LEE SENIOR PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC OWNER/SENIOR PARTNER indirect 2018-03-01
SOUND VIEW WEALTH ADVISORS, LLC SENIOR PARTNER direct 2018-03-01
AMBROSE, EDWARD, FRANCIS PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC PARTNER direct 2018-03-01
HAM, OSCAR, EMERSON SENIOR PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC OWNER/SENIOR PARTNER indirect 2018-03-01
SOUND VIEW WEALTH ADVISORS, LLC SENIOR PARTNER direct 2018-03-01
BOUCHILLON, KELLY, LEE OWNER/SENIOR PARTNER SOUND VIEW WEALTH HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC OWNER/SENIOR PARTNER indirect 2018-03-01
SOUND VIEW WEALTH ADVISORS, LLC SENIOR PARTNER direct 2018-03-01
HAM, OSCAR, EMERSON OWNER/SENIOR PARTNER SOUND VIEW WEALTH HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SOUND VIEW WEALTH ADVISORS, LLC OWNER/SENIOR PARTNER indirect 2018-03-01
SOUND VIEW WEALTH ADVISORS, LLC SENIOR PARTNER direct 2018-03-01

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