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 2019-03-19). Their last reported 13F filing for Q1 2019 included $318,983,000 in managed 13F securities and a top 10 holdings concentration of 23.98%. Sound View Wealth Advisors's largest holding is iShares iBonds Dec 2025 Term Corp ETF with shares held of 457,976. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $318.983 Million
  • Prior Market Value $275.894 Million
  • New Purchases22 stocks
  • Additional Purchases74 stocks
  • Sold out of4 stocks
  • Reduced holdings in124 stocks
  • Top 10 Holdings % 23.98 %
  • Turnover % [1]:10.66%
  • Turnover Alt % [2]: 6.74 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.3%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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: 11
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.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SOUND VIEW WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-19
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

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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