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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sustainable Advisors Alliance LLC
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| CRD # | 312061 |
| SEC # | 801-120088 |
| CIK # | |
| AUM | $207.0 M (2025-03-25) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 918-408-7981 |
| Address | 12 N Cheyenne Ave Tulsa, OK 74103 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 73.2 |
| (b) Individuals (high net worth individuals) | 87 | 128.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,064 | 207.0 |
| By Discretionary | ||
| Discretionary | 1,038 | 200.1 |
| Non-Discretionary | 26 | 6.9 |
| Total | 1,064 | 207.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.0 | |
| Total | 1,064 | 207.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthway Financial Advisors
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|
VA | 0.2 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.2 |
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Madden Funds Management Ltd
✚
|
IL | 0.2 |
|
Professional Financial Strategies Inc
✚
|
NY | 0.2 |
|
McDonough Capital Management Inc
✚
|
FL | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |
|
Total Wealth Planning and Management Inc
✚
|
0.2 |