RIA Intel›Advisers›Washington›SUSTAIN FINANCIAL INC.

SUSTAIN FINANCIAL INC.

Advisory

WA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$248K

across 156 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, MA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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BBM FINANCIAL SERVICES, INC.

$39M

NORTH FINANCIAL INC

UNIVERSITY PLACE, WA

$38M

FOLGMANN FINANCIAL GROUP LLC

$38M

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