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POWER SUSTAINABLE MANAGER US, INC.

MIAMI, FL · CRD 325145 · IAPD ↗ · powersustainable.com · 1-514-286-8989

$1.07BRegulatory AUM
13Advisory reps
31Employees
0Clients
n/aPlanning clients
2Private funds
8States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — POWER SUSTAINABLE MANAGER US, INC. now reports custody of client assets ($1.07B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — POWER SUSTAINABLE MANAGER US, INC. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — POWER SUSTAINABLE MANAGER US, INC. crossed $1B in regulatory AUM ($715.0M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — POWER SUSTAINABLE MANAGER US, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2025 — POWER SUSTAINABLE MANAGER US, INC. grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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