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SUSTAINABLE WEALTH ADVISORY GROUP
SUSTAINABLE WEALTH ADVISORY GROUP LLC
CRD 336574
3415 S SEPULVEDA BLVD., STE 1100, LOS ANGELES, CA, 90034, United States
Phone
855-275-7924
Fax
855-275-7924
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD