The SUSTAINABLE WEALTH MANAGEMENT is a privately held investment adviser that advises $263.55Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SUSTAINABLE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.06% over the last 5-years.
The Group has been registered with the SEC for 50.35 years and is comprised of 5 filing and 0 relying advisers. They operate out of 75 office locations with their Headquarters at 18700 N. HAYDEN ROAD SUITE 255, SCOTTSDALE, ARIZONA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13,028 employees comprised of 7,979 investment and 5,049 non-investment staff. The total number of Employees decreased by 47.79% over the last 5-years.
Their $263.55Bn in assets advised are owned by 8 private funds, 5 public funds and BDCs and 7,253 other accounts. Assets of Individuals clients own $124.64Bn or 47.29% of Total Assets and High Net Worth Individuals own $123.27Bn or 46.77% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 10 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
SUSTAINABLE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.