$137.4M Total AUM
$136.8M Disc. AUM
-- 3Y CAGR
1 Employees
162 ADV. Clients
13 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-04-2013
- Office Locations
- 1
Office Locations
755 Baywood Drive Suite 200 Petaluma CA
About Sustainvest Asset Management, LLC
Sustainvest Asset Management is an RIA focused on sustainable and responsible (SRI/ESG) portfolio management, building customized portfolios with regular performance, allocation, and sustainability reviews. The firm serves values-aligned investors seeking transparent, AUM-based (non-commission) advice. Founded in 2013 with offices in Linwood, NJ and Petaluma, CA, it can custody assets at Charles Schwab.
Team overview
47 AVG AGE
$137.4M AVG AUM / ADVISOR
$848.3K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E. DALE WANNEN
Chief Compliance Officer, President
- CRD
- #3147650
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,759,530 | $380,946 |
| Non-Discretionary | $659,645 | $659,645 |
| Total | $137,419,175 | $381,720 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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