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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sustainvest Asset Management LLC
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|---|---|
| CRD # | 166685 |
| SEC # | 801-132906 |
| CIK # | |
| AUM | $114.0 M (2025-06-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 609-904-6028 |
| Address | 199 New Road Linwood, NJ 08221 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 43.0 |
| (b) Individuals (high net worth individuals) | 23 | 62.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 114.0 |
| By Discretionary | ||
| Discretionary | 384 | 114.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 384 | 114.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.0 | |
| Total | 384 | 114.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KOON Financial Planning & Consulting LLC
✚
|
IN | 0.1 |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 0.1 |
|
CB Capital Advisors LLC
✚
|
NY | 0.1 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.1 |
|
Trillium Investments LLC
✚
|
CA | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Open Source Investments LLC
✚
|
0.1 | |
|
Aluman Inc
✚
|
0.1 | |
|
Heximer Investment Management Inc
✚
|
OH | 0.1 |
|
Dougherty & Associates LLC
✚
|
FL | 0.1 |