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Sound View Wealth

EST. AUM
$2,279,615,918

CONTACTS
4

CLIENT ACCOUNTS
3,285

Firm Details

Metro area Atlanta
CRD Number 300927
Website svadvice.com
Client types

Overview

Sound View Wealth Advisors is an $850m RIA that spun out of Merrill Lynch and is part of the Focus Financial Partners network. Sound View is based in Savannah and mainly serves high net worth individuals, family offices, non-profits, and profit-sharing plans. They build approved lists and models of mutual funds and ETFs, which are selected by the Investment Committee. Emerson Ham and Helen Marshall are the main team members involved in due diligence and selection. Helen joined Sound View in February 2020 from Old North State Trust.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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