Investment adviser · CRD 133859

SUSTAINABLE WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

EUGENE, OR, United States · Form ADV filed Sep 1, 2015

Regulatory AUM
$1.25M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 1, 2015. View historical filings

Reported services

Individual portfolio management

Compensation

Not reported in these imported fields

Principal office

1991 GARDEN AVE SUITE A
EUGENE, OR, 97403, United States

CRD 133859

Filing source

Form ADV 944582 · Sep 1, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.