Sustained Wealth Management

Overview

Sustained Wealth Management is organized as a sole proprietorship and is classified as an institutional registered investment adviser. The firm is owned by an individual and lists its primary business activity as a law firm. It charges clients on a percentage-of-AUM fee basis. The snapshot indicates the firm is not a multi-state adviser, does not self-identify as an active ESG investor, is not a capital allocator to third-party managers, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices