# Sustained Wealth Management

> Sustained Wealth Management is a state-registered investment advisory firm in Calabasas, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 282634
- Filed as: SUSTAINED WEALTH MANAGEMENT
- Legal name: Brown, Terri Robin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282634
- AdvisorCensus page: https://advisorcensus.com/firm/sustained-wealth-management-calabasas-ca-282634

## Quick answers

**How is Sustained Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sustained Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Sustained Wealth Management located?**
Sustained Wealth Management's principal office is in Calabasas, CA, according to its Form ADV.

**Is Sustained Wealth Management registered with the SEC or a state?**
Sustained Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282634.

**Does Sustained Wealth Management 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/282634

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (10 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sustained Wealth Management (CRD 282634): Form ADV filing data as of October 2026.