# Sustainable Wealth Advisory Group

> Sustainable Wealth Advisory Group is a state-registered investment advisory firm in Los Angeles, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 336574
- Filed as: SUSTAINABLE WEALTH ADVISORY GROUP
- Legal name: Sustainable Wealth Advisory Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336574
- AdvisorCensus page: https://advisorcensus.com/firm/sustainable-wealth-advisory-group-los-angeles-ca-336574

## Quick answers

**How is Sustainable Wealth Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Sustainable Wealth Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sustainable Wealth Advisory Group located?**
Sustainable Wealth Advisory Group's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Sustainable Wealth Advisory Group registered with the SEC or a state?**
Sustainable Wealth Advisory Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336574.

**How much does Sustainable Wealth Advisory Group manage?**
Sustainable Wealth Advisory Group reports $3,956,588 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**What types of clients does Sustainable Wealth Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Sustainable Wealth Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336574

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,956,588
- Discretionary: $0
- Non-discretionary: $3,956,588

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $2,898,423 |
| High net worth individuals | Fewer than 5 | $1,058,165 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sustainablewealth.com
- Instagram @sustainablewealthadvisorygroup
- LinkedIn @melanieperrycfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sustainable Wealth Advisory Group (CRD 336574): Form ADV filing data as of October 2026.