Sightline Wealth Advisors, Llc
- Regulatory AUM
- $354M
- Discretionary
- $292M
- Clients
- 290
- Avg AUM / client
- $1.2M
- Accounts
- 910
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $72.9M | 20.6% |
| High net worth individuals | 118 | $280M | 79.1% |
| Corporations and other businesses | Fewer than 5 clients | $1.0M | 0.29% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Joseph Steffen | Managing Member | Apr 2015 (11y) | 50% – 75% | |
| Stefan Alexander Pellish | Managing Member And Chief Compliance Officer | Apr 2015 (11y) | 50% – 75% | |
| William Edward Duvall | Registered representative | Nov 2018 (8y) | ||
| Mark Michna | Registered representative | CFA | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $345M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗