# SUSTAINVEST ASSET MANAGEMENT, LLC

SUSTAINVEST ASSET MANAGEMENT, LLC of LINWOOD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 166685
- Type: SEC-registered investment adviser
- SEC file number: 801-132906
- Location: 199 NEW ROAD, CENTRAL SQUARE, 42B, LINWOOD, NJ, 08221
- Phone: 609-904-6028
- Latest filing: 2026-03-26
- Regulatory AUM: $137.4M
- Discretionary AUM: $136.8M
- Non-discretionary AUM: $660K
- Clients: 1
- Accounts: 360

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Dale Wannen | PRESIDENT/CHIEF COMPLIANCE OFFICER | Petsluma, CA |
| E. Dale Wannen | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166685/similar
- Related entities: https://search.stillhousedata.com/firm/166685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166685

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.