SourcingSourcing

SUSTAINABLE ADVISORS ALLIANCE LLC

B55
CRD 312061·SEC 801-120088·TULSA, OK
AUM
$234.8M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$705K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUSTAINABLE ADVISORS ALLIANCE LLC
CRD
312061
SEC file #
801-120088
EIN
—
DBA names
—

Economics

AUM
$234.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$134.5M → $234.8M▲ +75%
Client mix
Individuals Other465
Individuals High Net Worth94

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
2 advisors → 8 advisors▲ +300%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
instagram.com/sustainable.wealth.advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRANDT, PAMELA, STAMPER
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BRANDT, PAMELA, STAMPER
BRYAN, JANET, ELLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2692
Soi Zip Pct 200k Plus
0.1282
Soi Zip Returns 200k Plus
100
Soi Zip Total AGI
154,372
Fdic Zip Total Deposits
38,433,986,000
Fdic Zip Branch Count
193
Fdic Zip Top Banks
Bank of America, National Association
Arvest Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Apex Clearing2
Folio Institutional1
Fdic Zip Branches Raw
Bank IV Oklahoma, National AssociationTulsa, OK
Bank IV Oklahoma, National AssociationTulsa, OK
Fdic Zip HHI
2441.41
Fdic Zip Top Bank Share Pct
41.39
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI2,186
Returns190
Stub 2
AGI6,409
Returns180
Stub 3
AGI7,607
Returns120
Soi Zip Total Business Income
4,346
Soi Zip Total Cap Gains
17,538
Soi Zip Total Dividends
13,462
Soi Zip Total Returns
780
Top Owner CRD
729119
Trust Company Affiliate
No

People (8)

8
BRANDT, PAMELA, STAMPER
IAR · Direct Owner · 17.5%
729119
STROHOFFER, KRISTA, ANNE
IAR · Direct Owner · 17.5%
3168746
SKYE, JULIE, LYNN
IAR · Direct Owner · 17.5%
1513147
MORAN, HAROLD, JOSEPH
IAR · Direct Owner · 17.5%
1608921
BRYAN, JANET, ELLEN
IAR · Direct Owner · 17.5%
2048448
ISANUK, LAURA, WHITNEY
IAR · Direct Owner · 17.5%
5935291
Cassidy Plair
IAR
8182219
Elizabeth Sheldahl Litts
IAR
6703921