CRD: 300927
Sound View Wealth Advisors Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2019
- Office Locations
- 2
Office Locations
About Sound View Wealth Advisors Group, LLC
Sound View Wealth Advisors Group is a boutique RIA providing a family-office-style experience that goes beyond financial planning and investment management, delivered with a fiduciary-first approach. The firm serves individuals and families across a range of wealth levels, including entrepreneurs and retirees, and builds portfolios that skew heavily toward ETFs, custodied with major platforms such as Schwab and Fidelity. USA Today named it a 2024 Best Financial Advisory Firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD FRANCIS AMBROSE III
Partner
- CRD
- #5979110
- Ownership
- Less than 5%
KELLY LEE BOUCHILLON
Certified Financial Planner, SENIOR PARTNER
- CRD
- #1999749
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Nina Kate Brackett
Director
- CRD
- #6734492
JOSHUA SEVERN HEGLAND
Associate Wealth Advisor
- CRD
- #7286914
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,183,812,731 | $712,500 |
| Non-Discretionary | $95,803,187 | $435,469 |
| Total | $2,279,615,918 | $693,947 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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