S
$56.0M Total AUM
$56.0M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2025
- Office Locations
- 1
Office Locations
-- Sacramento CA
About Sightline Wealth
Sightline Wealth is a Sacramento-based RIA. The firm has been operating for 0 years. Managing $56.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$56.0M AVG AUM / ADVISOR
$543.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSHUA ERIKSEN HURD
Chief Compliance Officer, FOUNDER
- CRD
- #2602849
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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