Leah Willey

SOUND VIEW WEALTH ADVISORS GROUP

Savannah, GA 31411

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CRD#: 7659794

Professional summary

Leah Willey, who also goes by Leah Martens, is a registered financial advisor currently at SOUND VIEW WEALTH ADVISORS GROUP, LLC located in Savannah, Georgia.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Leah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leah Martens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Beautycounter; not investment related; consultant; Savannah, GA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Willey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2023 - Present

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411

RIA

CRD#: 300927

Savannah, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/13/2023)

IAR

South Carolina
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2021

Uniform Investment Adviser Law Examination

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 Approved)

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Contact information

Main Address

1 Skidaway Village Walk Suite 201, Savannah, GA 31411

Mailing Address

Phone number

(912) 239-4630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUND VIEW WEALTH ADVISORS GROUP ADV PART 2A (5/8/2025)

Regulatory assets under management

Total Number of Accounts	2,947
AUM (Assets Under Management)	$ 1,937,657,662

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Leah Willey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Willey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Primary Firm SEC Registration

SOUND VIEW WEALTH ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2021

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUND VIEW WEALTH ADVISORS GROUP, LLC

TRUST BUT VERIFY

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