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RIA / WealthAdvisorCertified Financial Planner27 years in industry

MELANIE DENISE PERRY

Advisor at SUSTAINABLE WEALTH ADVISORY GROUP

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:8f289579-47aa-c03b-a498-87cd9e992188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUSTAINABLE WEALTH ADVISORY GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 22, 1999
First registration: Mar 5, 2002
Dual registered: no
Other names: MELANIE PERRY
IAPD individual key: 3186552

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUSTAINABLE WEALTH ADVISORY GROUP	State registered	Oct 13, 2025	n/a	yes	LOS ANGELES, CA	Current employment
URBAN WEALTH MANAGEMENT OR UWM	Independent wealth	Feb 8, 2022	Oct 3, 2025	no	HENDERSON, NV	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Apr 18, 2017	Dec 31, 2021	no	LOS ANGELES, CA\|SAN DIEGO, CA\|GARDENA, CA\|NEWPORT BEACH, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 22, 2003	Mar 3, 2008	no	LOS ANGELES, CA\|LOS ANGELES, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 31, 2002	Jul 1, 2003	no	LOS ANGELES, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 5, 2002	May 29, 2002	no	CULVER CITY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
URBAN WEALTH MANAGEMENT OR UWM	SUSTAINABLE WEALTH ADVISORY GROUP	Oct 3, 2025	Oct 13, 2025	10	Firm change	RIA to state RIA
SAGEPOINT FINANCIAL, INC.	URBAN WEALTH MANAGEMENT OR UWM	Dec 31, 2021	Feb 8, 2022	39	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	SAGEPOINT FINANCIAL, INC.	Mar 3, 2008	Apr 18, 2017	3,333	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	EQUITABLE ADVISORS, LLC	Jul 1, 2003	Jul 22, 2003	21	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	May 29, 2002	May 31, 2002	2	Firm change	Other

Relationships

Registered with (6)

→ SUSTAINABLE WEALTH ADVISORY GROUPRegistered adviserregistration: current employment
Oct 13, 2025 to presentfactForm ADV
→ URBAN WEALTH MANAGEMENT OR UWMRegistered adviserregistration: previous registration
Feb 8, 2022 to Oct 3, 2025factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Apr 18, 2017 to Dec 31, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 22, 2003 to Mar 3, 2008factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 31, 2002 to Jul 1, 2003factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 5, 2002 to May 29, 2002factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
Melanie Denise Perry left Urban Wealth Management Or Uwm for Sustainable Wealth Advisory Group (registered 2025-10-13)
Form ADVobserved 5 days ago