SUSTAINABLE WEALTH MANAGEMENT LLC
CRD #133859 SEC #801-63839 EUGENE, OR 541-345-5669
SEC Registered
Total AUM
$148.3M
Discretionary
$148.3M
Employees
1
Clients
26
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $1.3M | $1.3M | $0 | 1 | 26 |
| Mar 2015 | $191.4M | $182.7M | $8.7M | 3 | 26 |
| Sep 2014 | $160M | $153.5M | $6.5M | 3 | 26 |
| Jun 2014 | $160M | $153.5M | $6.5M | 3 | 26 |
| Mar 2014 | $158.1M | $158.1M | $0 | 4 | 26 |
| Feb 2014 | $159M | $159M | $0 | 4 | 26 |
| Jul 2013 | $159M | $159M | $0 | 4 | 26 |
| Apr 2013 | $159M | $159M | $0 | 4 | 26 |
| Mar 2012 | $148.3M | $148.3M | $0 | 1 | 26 |
| Mar 2011 | $125.8M | $125.8M | $0 | 5 | -- |
| Jan 2008 | $113M | $113M | $0 | 5 | -- |
| Jan 2007 | $95.3M | $95.3M | $0 | 5 | -- |
| Feb 2006 | $80.7M | $80.7M | $0 | 5 | -- |
| Jun 2005 | $70.5M | $70.5M | $0 | 5 | -- |
| Jan 2005 | $50M | $50M | $0 | 5 | -- |
DateSep 2015
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$191.4M
Discretionary$182.7M
Non-Disc.$8.7M
Employees3
Clients26
DateSep 2014
Total AUM$160M
Discretionary$153.5M
Non-Disc.$6.5M
Employees3
Clients26
DateJun 2014
Total AUM$160M
Discretionary$153.5M
Non-Disc.$6.5M
Employees3
Clients26
DateMar 2014
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients26
DateJul 2013
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients26
DateApr 2013
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$80.7M
Discretionary$80.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--