Sustainvest Asset Management, LLC
Firm details
- Headquarters
- Linwood, New Jersey
- CRD number
- 166685
- Registered since
- June 2, 2025
- Website
- www.sustainvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.84%
- Individuals33.82%
- Charitable Organizations4.18%
- Corporations / Businesses0.68%
- Pension & Profit Sharing Plans0.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sustainvest Asset Management, LLC is an independent, fee-based registered investment adviser that provides portfolio management primarily to individual and family clients along with some institutional relationships. The firm is owned by an individual and began SEC registration in 2025. Its advisory work centers on managing discretionary portfolios for individuals and small businesses, and the firm reports active integration of ESG considerations into its investment approach. Sustainvest does not operate as a capital allocator; its business model focuses on direct portfolio management under a percentage-of-AUM fee structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
1 of 1
Dale Wannen
FounderCRD 3147650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Linwood, NJ
Atlantic
Location
Linwood, NJ
Headquartered in Linwood, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 199 New Rd
- Time zone
- ET (UTC-5)
- Office locations
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