Joshua Hurd
Sightline Wealth · Sacramento, California
Joshua Hurd is a fee-only financial advisor at Sightline Wealth in Sacramento, California, who holds the CFP credential. Sightline Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sightline Wealth |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $56M across 103 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2602849 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Joshua's firm compares
- Sightline Wealth's average account is about $544,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Joshua
Is Joshua Hurd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Sightline Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Sightline Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Hurd based?
Joshua Hurd is based in Sacramento, California.
What credentials does Joshua Hurd hold?
Joshua Hurd holds the CFP credential.
Is Joshua Hurd registered with the SEC?
Yes. Joshua Hurd is registered as an investment adviser representative in CA (CRD 2602849), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sightline Wealth manage?
Sightline Wealth reports $56M across 103 accounts in assets under management.
How do I contact Joshua Hurd?
Contact details aren't on file yet. Search for Sightline Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sacramento
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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