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Sustainvest Asset Management, LLC

● SEC registered since 2025CRD 166685SEC# 801-132906Linwood, NJ
Export (members)
Reg. AUM
$114M
Employees
1
Accounts
384
Location
Linwood, NJ

Sustainvest Asset Management, LLC assets under management

Sustainvest Asset Management, LLC is an investment advisory firm registered with the SEC based in Linwood, NJ. The firm has been registered since 2025. It reports $114 million in regulatory assets under management and employs 1 people.
www.sustainvest.comView on SEC.gov ↗

Sustainvest Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
E. Dale Wannen ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Sustainvest Asset Management, LLC manage?

Sustainvest Asset Management, LLC reports $114 million in regulatory assets under management on its Form ADV.

How many employees does Sustainvest Asset Management, LLC have?

Sustainvest Asset Management, LLC reports 1 employees.

Where is Sustainvest Asset Management, LLC located?

Sustainvest Asset Management, LLC is based in Linwood, NJ and has been SEC-registered since 2025.

Does Sustainvest Asset Management, LLC disclose fund performance?

Sustainvest Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address199 New Road, Central Square, 42b, Linwood, NJ 08221
Phone609-904-6028
Office hours9:00a.m.-4:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114M
Non-discretionary$0
Total (RAUM)$114M