# Sustainable Wealth Strategies, LLC

> Sustainable Wealth Strategies, LLC is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 323611
- Filed as: SUSTAINABLE WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323611
- AdvisorCensus page: https://advisorcensus.com/firm/sustainable-wealth-strategies-llc-colorado-springs-co-323611

## Quick answers

**How is Sustainable Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sustainable Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sustainable Wealth Strategies, LLC located?**
Sustainable Wealth Strategies, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Sustainable Wealth Strategies, LLC registered with the SEC or a state?**
Sustainable Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323611.

**Does Sustainable Wealth Strategies, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323611

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323611

### Websites listed on Form ADV (Item 1.I)
- [rmfsgroup.com](https://rmfsgroup.com)
- LinkedIn @jerrybiegler

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sustainable Wealth Strategies, LLC (CRD 323611): Form ADV filing data as of October 2026.