SUSTAINVEST ASSET MANAGEMENT, LLC
CRD #166685 SEC #801-132906 LINWOOD, NJ 609-904-6028
SEC Registered
Total AUM
$114M
Discretionary
$114M
Employees
1
Clients
0
Accounts
384
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WANNEN, DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, E., DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, E., DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, E., DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, E., DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WANNEN, E., DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (4)
CA LA NJ TX
Address
199 NEW ROADCENTRAL SQUARE, 42B
LINWOOD, NJ 08221
United States
Phone: 609-904-6028