Sound View Wealth Advisors Group, LLC

$2.28BAssets under management
as of Mar 2026 · SEC Form ADV
Savannah, GA
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Tech stack

No one at Sound View Wealth Advisors Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.4B held · filed Oct 2024
Fidelity
Per Form ADV · $194M held · filed Oct 2024