KS
KS

Kelly Mitsuo Sueoka

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
1,211 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1880 Century Park East, Ste. 200, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rvw Wealth LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Pacific Financial Research Investment Management
July 2001 - January 2006 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.