Sound View Wealth Advisors

Financial Services • Skidaway Island, Georgia, United States • 11-20 Employees

Company overview

Headquarters	1 Skidaway Village Walk, Savannah, Georgia 31411, US
Phone number	+19122394630
Websites	soundviewwealthadvisors.com svadvice.com
NAICS	52
SIC	628
Founded	2018
Employees	11-20
Socials

Key Contacts at Sound View Wealth Advisors

Jaime Kelly

Director Of Strategic Growth And Development

Noelle Gauthier

Director Of Client Experience

Sound View Wealth Advisors Email Formats

Sound View Wealth Advisors uses 1 email format. The most common is {first name} (e.g., john@svadvice.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@svadvice.com	100%

About Sound View Wealth Advisors

Sound View Wealth Advisors is an independent, fiduciary wealth management firm founded on one guiding principle: our clients’ interests come first. As a team, we spent over 20 years custom tailoring solutions for individuals and families at Merrill Lynch. Entrepreneurs at heart, we have continued to evolve our independent structure to better serve the needs and interests of our clientele. We do this by offering access to a wide universe of investment vehicles, value-added services and personalized attention in an open and transparent environment. We have a continued commitment to find the best expertise, research services and technology for our clients.

Sound View Wealth Advisors revenue & valuation

Annual revenue	$1,625,545
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Sound View Wealth Advisors has 8 employees across 5 departments.

Departments

Number of employees

Funding Data

Sound View Wealth Advisors has never raised funding before.

Sound View Wealth Advisors Tech Stack

Discover the technologies and tools that power Sound View Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

Sound View Wealth Advisors is located in Skidaway Island, Georgia, US.

You can reach Sound View Wealth Advisors at +19122394630.

Sound View Wealth Advisors was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Sound View Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Sound View Wealth Advisors

Jaime Kelly

Director Of Strategic Growth And Development

Noelle Gauthier

Director Of Client Experience

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