SIGHTLINE WEALTH

SIGHTLINE WEALTH is an SEC-registered investment adviser (CRD 336167). Regulatory assets under management: $56.0M.

Registration

• CRD: 336167
• Type: Registered investment adviser
• Phone: 916.390.7447
• Latest filing: 2026-01-15
• Regulatory AUM: $56.0M
• Discretionary AUM: $56.0M
• Clients: 2
• Accounts: 103

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336167 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search