Melanie Denise Perry

Employer firm

Sustainable Wealth Advisory Group CRD 336574

$3.96M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2017
  Independent Capital Management
  Beverly Hills, CA
• 08/2014 → 12/2021
  Sagepoint Financial
  Beverly Hills, CA
• 02/2022 → 10/2025
  Urban Wealth Management, Llc
  El Segundo, CA
• 02/2022 → 10/2025
  Uwm Insurance Services, Llc
  El Segundo, CA
• 06/2020 → Present
  Zeallionaire Enterprises
  Los Angeles, CA
• 04/2025 → Present
  Sustainable Wealth Advisory Group
  Inglewood, CA

Previous Registrations

• 2022-02-08 → 2025-10-03
  Urban Wealth Management Or Uwm
  Henderson, NV
• 2017-04-18 → 2021-12-31
  Osaic Services, Inc.
  Los Angeles, CA
  San Diego, CA
  Gardena, CA
  Newport Beach, CA
• 2003-07-22 → 2008-03-03
  Equitable Advisors, Llc
  Los Angeles, CA
  Los Angeles, CA
• 2002-05-31 → 2003-07-01
  Mml Investors Services, Llc
  Los Angeles, CA
• 2002-03-05 → 2002-05-29
  Woodbury Financial Services, Inc.
  Culver City, CA

Other Businesses

1) ZEALLIONAIRE ENTERPRISES; NON-INVESTMENT RELATED; 4401 W. SLAUSON AVENUE, SUITE 125, LOS ANGELES, CA 90043; FINANCIAL LITERACY/EDUCATION; FINANCIAL EDUCATOR; SOLE PROPRIETOR; 06/2020; APPROX. 20 HOURS PER MONTH DURING TRADING HOURS; PROVIDE NON-INVESTMENT RELATED FINANCIAL LITERACY TO WOMEN AND CHILDREN. 2) MELANIE PERRY; INVESTMENT RELATED; 630 N LA BREA AVE, STE 105, INGLEWOOD, CA 90302; INSURANCE PRODUCTION; INDEPENDENT INSURANCE PRODUCER; 08/1999; APPROX. 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-08
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Designations

• Certified Financial Planner

Other Names

• Melanie Perry