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E. Dale Wannen

President/Chief Compliance OfficerSustainvest Asset Management, LLCCRD 3147650

About E. Dale Wannen

E. Dale Wannen is listed as President/Chief Compliance Officer at Sustainvest Asset Management, LLC in Linwood, NJ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sustainvest Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does E. Dale Wannen work?

E. Dale Wannen is listed as President/Chief Compliance Officer at Sustainvest Asset Management, LLC on SEC Form ADV.

How much of Sustainvest Asset Management, LLC does E. Dale Wannen own?

Form ADV reports a beneficial ownership band of Over 75%.

Sustainvest Asset Management, LLC

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2013
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