S
Sightline Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,000,000
Clients
103
71% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
103
Very HighAverage account size
$543,689
About
Sightline Wealth works with individual and high-net-worth clients, providing wealth management that combines discretionary investment management and integrated financial planning. The firm operates on a fee-only, percentage-of-assets basis and advises on stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents.
Investment decisions are guided by Modern Portfolio Theory and a mix of fundamental and technical methods—fundamental analysis, charting and cyclical analysis—and the firm constructs portfolios using both passive and active vehicles. Sightline Wealth may recommend and oversee third-party outside managers, assisting with onboarding and conducting ongoing reviews of holdings, strategies, concentrations and compliance.
The firm is newly formed and operates at a small scale with roughly $56 million in assets and about 100 clients managed under a CFP-certified principal with prior experience at a large custodian. Distinctive operational features include offering financial planning only as part of its wealth management service (not as a standalone engagement), no stated account minimum, and a custodial relationship that includes institutional support services from Charles Schwab.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.70% $6,000,001+: 0.65%
Fee-only: Fee-only firm; fees are based on assets under management as per tiered schedule.
Main office location
Sightline Wealth
Sacramento CA, United States
Number of offices
1
Most active in
Sightline Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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