LP Profile

Sustainable Advisors Alliance

Also known as sustainable advisors alliance

Wealth ManagerTulsa, United StatesFounded 2020
$235M
Assets Under Management
Tulsa
Headquarters
Investment Focus

About Sustainable Advisors Alliance

Sustainable Advisors Alliance is an advisor-owned alliance of financial fiduciaries based in Tulsa, Oklahoma, founded in 2020. It reports about $235 million in assets under management. The firm provides portfolio management and financial planning that integrate environmental, social and governance considerations, aimed at investors who want returns aligned with their values. It serves individuals, families and mission-based organizations, and also highlights community engagement. It was a featured speaker at the Growth for Impact 2026 event in Phoenix.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sustainable Advisors Alliance from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$234.8M
Total Clients
1,080
Filing Date
April 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sustainable Advisors Alliance across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sustainable Advisors Alliance?

Sustainable Advisors Alliance is a wealth manager based in Tulsa, United States, managing approximately $235M in assets.

Where is Sustainable Advisors Alliance headquartered?

Sustainable Advisors Alliance is headquartered in Tulsa, United States.

How much does Sustainable Advisors Alliance manage?

Sustainable Advisors Alliance manages approximately $235M in assets under management.

When was Sustainable Advisors Alliance founded?

Sustainable Advisors Alliance was founded in 2020.

How can I contact Sustainable Advisors Alliance?

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