Overview
Assets Under Management: $137 million
Headquarters: LINWOOD, NJ
High-Net-Worth Clients: 29
Average Client Assets: $2.9 million
Frequently Asked Questions
SUSTAINVEST ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166685), SUSTAINVEST ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SUSTAINVEST ASSET MANAGEMENT, LLC is headquartered in LINWOOD, NJ.
SUSTAINVEST ASSET MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SUSTAINVEST ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
SUSTAINVEST ASSET MANAGEMENT, LLC manages $137 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SUSTAINVEST ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.84%
Average Client Assets: $2.9 million
Total Client Accounts: 360
Discretionary Accounts: 359
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166685
Filing ID: 2081650
Last Filing Date: 2026-03-26 13:50:24