RIA · CRD 282634SEC-Registered

Updated:

Sustained Wealth Management

SUSTAINED WEALTH MANAGEMENT is an SEC-registered investment adviser in CALABASAS, CA. It has 1 employee and 1 investment adviser. The firm is based in...

Sustained Wealth Management

SUSTAINED WEALTH MANAGEMENT is an SEC-registered investment adviser in CALABASAS, CA. It has 1 employee and 1 investment adviser. The firm is based in CALABASAS, CA.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Sustained Wealth Management?

The firm has not publicly disclosed its investment team or decision-making structure. The names of principals, if any, remain private. (per public record)

How does Sustained Wealth Management source proprietary deal flow?

The firm does not publicly describe its sourcing methods. Given its likely family office mandate, it may rely on a network of advisors, co-investors, or fund managers, but this is unconfirmed. (Altss estimate)

Is Sustained Wealth Management structured as a single family office or a multi-family office?

The firm's structure is not disclosed. The name suggests a multi-family office or a single-family office serving a single family, but no evidence supports either classification. (per public record)

Does Sustained Wealth Management participate in fund commitments or only direct deals?

No public information is available about its investment approach. It may utilize a mix of fund commitments and direct co-investments, as is common among family offices, but this is speculative. (Altss estimate)

What investment stages does Sustained Wealth Management typically target?

Stages are not disclosed. The firm's name implies a long-term horizon, possibly favoring mature, cash-flowing assets or early-stage growth, but no specifics are known. (per public record)

Which sectors does Sustained Wealth Management explicitly avoid?

No sector exclusions have been publicly stated. Without a strategy outline, any avoidance is unknown. (per public record)

Where does the underlying wealth come from?

The origin of the wealth managed by Sustained Wealth Management is not publicly documented. No family background or source of capital has been disclosed. (per public record)

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles