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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| GREENWOOD, DIANE, LISA | I | CFO-CHIEF COMPLIANCE OFFICER | NA | |
| PLOOIJER, LAUREL, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | PRESIDENT | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | PRESIDENT | E | Control |
| POPE, SCOTT, LELAND | I | PRESIDENT | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER CHIEF COMPLIANCE OFFICER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| POPE, SCOTT, LELAND | I | MANAGING PARTNER | E | Control |
| SUSTAINABLE WEALTH MANAGEMENT LLC | DE | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
321 MILL ST.SUITE 2
EUGENE, OR 97401
United States
Phone: 541-345-5669