Sustainvest Asset Management, LLC

Sustainvest Asset Management, LLC (CRD# 166685) is a financial advisory firm headquartered in Petaluma, CA. They manage $96,673,202 in 366 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
755 Baywood Drive, Suite 200, Petaluma, CA 94954
http://www.sustainvest.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $264,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NJ, TX

Financial Advisors at Sustainvest Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dale Wannen, financial advisor Petaluma CA
Dale Wannen
CRD#: 3147650
755 Baywood Drive, Suite 200, Petaluma, CA 94952

Dale Wannen (CRD# 3147650) is an Investment Advisor Representative working at Sustainvest Asset Management, LLC in Petaluma, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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