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President/chief Compliance Officer · Sustainvest Asset Management, LLC

E. D. Wannen

CRD 3147650 · Named on Form ADV at one SEC-registered adviser

At a glance

Sustainvest Asset Management, LLC, an SEC-registered wealth manager based in Linwood, NJ with $137 million in regulatory assets, lists E. D. Wannen on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

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E.’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For E.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.