SUSTAINABLE ADVISORS ALLIANCE LLC
CRD #312061 SEC #801-120088 TULSA, OK 918-408-7981
SEC Registered
Total AUM
$207M
Discretionary
$200.1M
Employees
8
Clients
101
Accounts
1,064
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $207M | $200.1M | $6.9M | 8 | 0 |
| Mar 2025 | $207M | $200.1M | $6.9M | 8 | 0 |
| Jun 2024 | $187.2M | $178.2M | $9.1M | 9 | 0 |
| Mar 2024 | $187.2M | $178.2M | $9.1M | 9 | 0 |
| Jul 2023 | $168.4M | $166M | $2.4M | 5 | 32 |
| Jul 2023 | $168.4M | $166M | $2.4M | 5 | 32 |
| May 2023 | $168.4M | $166M | $2.4M | 5 | 32 |
| Apr 2023 | $168.4M | $166M | $2.4M | 5 | 32 |
| Mar 2023 | $168.4M | $166M | $2.4M | 5 | 32 |
| Nov 2022 | $178.5M | $178.5M | $0 | 5 | 32 |
| Sep 2022 | $178.5M | $178.5M | $0 | 5 | 32 |
| Jun 2022 | $178.5M | $178.5M | $0 | 5 | 32 |
| Mar 2022 | $178.5M | $178.5M | $0 | 5 | 32 |
| May 2021 | $134.5M | $131.6M | $2.9M | 5 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$207M
Discretionary$200.1M
Non-Disc.$6.9M
Employees8
Clients0
DateMar 2025
Total AUM$207M
Discretionary$200.1M
Non-Disc.$6.9M
Employees8
Clients0
DateJun 2024
Total AUM$187.2M
Discretionary$178.2M
Non-Disc.$9.1M
Employees9
Clients0
DateMar 2024
Total AUM$187.2M
Discretionary$178.2M
Non-Disc.$9.1M
Employees9
Clients0
DateJul 2023
Total AUM$168.4M
Discretionary$166M
Non-Disc.$2.4M
Employees5
Clients32
DateJul 2023
Total AUM$168.4M
Discretionary$166M
Non-Disc.$2.4M
Employees5
Clients32
DateMay 2023
Total AUM$168.4M
Discretionary$166M
Non-Disc.$2.4M
Employees5
Clients32
DateApr 2023
Total AUM$168.4M
Discretionary$166M
Non-Disc.$2.4M
Employees5
Clients32
DateMar 2023
Total AUM$168.4M
Discretionary$166M
Non-Disc.$2.4M
Employees5
Clients32
DateNov 2022
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients32
DateSep 2022
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients32
DateJun 2022
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients32
DateMar 2022
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients32
DateMay 2021
Total AUM$134.5M
Discretionary$131.6M
Non-Disc.$2.9M
Employees5
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0