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SUSTAINVEST ASSET MANAGEMENT, LLC

LINWOOD, NJ · CRD 166685 · IAPD ↗ · sustainvest.com · 609-904-6028

$137.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — SUSTAINVEST ASSET MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — SUSTAINVEST ASSET MANAGEMENT, LLC (LINWOOD, NJ) is newly SEC-registered with $114.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.