CRD: 176520
Sightline Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-13-2015
- Office Locations
- 1
Office Locations
About Sightline Wealth Advisors, LLC
Sightline Wealth Advisors is a fee-only RIA in Groton, CT providing holistic financial planning and portfolio management, with a retirement planning specialty. The team includes CFP® professionals and a CFA®, and uses a secure client portal with account aggregation, real-time reporting, document storage, and secure messaging to keep plans current. Public disclosures indicate portfolios are primarily ETF-based, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEFAN ALEXANDER PELLISH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2726284
- Ownership
- 50% but less than 75%
MARK JOSEPH STEFFEN
Certified Financial Planner, Managing Member
- CRD
- #2457526
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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WILLIAM EDWARD DUVALL
--
- CRD
- #4746407
Mark Michna
Certified Financial Planner
- CRD
- #7711119
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,996,816 | $386,751 |
| Non-Discretionary | $62,206,317 | $401,331 |
| Total | $354,203,133 | $389,234 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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