Sustainvest Asset Management, LLC
Sustainvest Asset Management, LLC is an SEC-registered mass-market adviser in Linwood, NJ with $137.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sustainvest Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166685, SEC 801-132906, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $137.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Linwood, NJ
- Employees
- 1
- Clients
- 162
- CRD
- 166685
- Ownership
- WANNEN, E., DALE
How much AUM does Sustainvest Asset Management, LLC have?
Sustainvest Asset Management, LLC reported $137.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Sustainvest Asset Management, LLC?
Disclosed owners and executives of Sustainvest Asset Management, LLC include WANNEN, E., DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.