Sustainvest Asset Management, LLC

Sustainvest Asset Management, LLC (CRD# 166685) is a financial advisory firm headquartered in Petaluma, CA. They manage $10,015,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $111,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sustainvest Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dale Wannen
CRD#: 3147650
Petaluma, CA
93
Wealthminder
score

Dale Wannen (CRD# 3147650) is an Investment Advisor Representative working at Sustainvest Asset Management, LLC in Petaluma, CA and has over 16 years of experience in the finance industry.

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