Sustainvest Asset Management, LLC
● SEC registered since 2025CRD 166685SEC# 801-132906Linwood, NJ
Reg. AUM
$137.4M
Employees
1
Accounts
360
Location
Linwood, NJ
About Sustainvest Asset Management
SustainVest manages portfolios for investors who want environmental, social, and governance considerations reflected in their investments. It offers customized construction, regular sustainability reviews, and investment management aligned with clients’ values.
Summary based on the firm’s website.
Sustainvest Asset Management, LLC assets under management
Sustainvest Asset Management, LLC is an investment advisory firm registered with the SEC based in Linwood, NJ. The firm has been registered since 2025. It reports $137.4 million in regulatory assets under management and employs 1 people.
Sustainvest Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| E. Dale Wannen Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Sustainvest Asset Management, LLC manage?
Sustainvest Asset Management, LLC reports $137.4 million in regulatory assets under management on its Form ADV.
How many employees does Sustainvest Asset Management, LLC have?
Sustainvest Asset Management, LLC reports 1 employees.
Where is Sustainvest Asset Management, LLC located?
Sustainvest Asset Management, LLC is based in Linwood, NJ and has been SEC-registered since 2025.
Does Sustainvest Asset Management, LLC disclose fund performance?
Sustainvest Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 199 New Road, Central Square, 42b, Linwood, NJ 08221 |
| Phone | 609-904-6028 |
| Office hours | 9:00a.m.-4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.4M▲ 20%
May '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$137.4Mregulatory AUM
Discretionary $136.8MNon-discretionary $660K