Kelly Sueoka is a registered investment advisor at Rvw Wealth LLC, based in Los Angeles, CA, with 7 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,263 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower depending on certain circumstances.
Fee Estimator
Location
1880 Century Park East, Ste. 200, Los Angeles, CA, 90067
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Rvw Wealth LLC
Previous Registrations
Pacific Financial Research Investment Management
State Registrations1 state
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