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SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061 · SEC 801-120088
12 N CHEYENNE AVE, SUITE 406, TULSA, OK, 74103, United States
Phone
918-408-7981
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.8M
Discretionary AUM
$223.3M
Team
8 total employees; 8 advisory reps; 28 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; ON-GOING FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 465 | $83.0M |
| High net worth individuals | 94 | $146.3M |
States served
AZ, CA, CO, IL, LA, MD, MA, MI, MN, NY, NC, OK, OR, PA, VA, WA, TX, NH
All web addresses on file
- https://www.instagram.com/sustainable.wealth.advisors/
- https://www.principledinvestingllc.com/
- https://sustainablewealthadvisors.com/
- https://www.principledinvestingllc.com/index.html
- https://twitter.com/skyeadvisor
- https://www.facebook.com/SustainUsAll
- https://www.sustainableadvisorsalliance.com
- https://www.facebook.com/Sustainable-Wealth-Advisors-101511791208109
Official SEC filing: View on IAPD