← Tributary

SUSTAINABLE ADVISORS ALLIANCE LLC

TULSA, OK · CRD 312061 · IAPD ↗ · 918-408-7981

$234.8MRegulatory AUM
8Advisory reps
8Employees
28Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — SUSTAINABLE ADVISORS ALLIANCE LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2024 — SUSTAINABLE ADVISORS ALLIANCE LLC notice-filed in MI, MN, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — SUSTAINABLE ADVISORS ALLIANCE LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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