SUSTAINABLE WEALTH ADVISORY GROUP

SUSTAINABLE WEALTH ADVISORY GROUP of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 336574). Regulatory assets under management: $4.0M.

Registration

• CRD: 336574
• Type: Registered investment adviser
• Location: 3415 S SEPULVEDA BLVD., LOS ANGELES, CA, 90034
• Phone: 855-275-7924
• Latest filing: 2026-03-27
• Regulatory AUM: $4.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336574 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search