Investment adviser · CRD 306872
SUREVEST PRIVATE WEALTH
Investment adviser filing (IA)
SUREVEST, LLC
LOS ANGELES, CA, United States · Form ADV filed Feb 28, 2023
- Regulatory AUM
- $541M Form ADV · Item 5.F
- Client accounts
- 891 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 198 | $465,740,649 | 86.1% |
| High-net-worth individuals | 148 | $60,923,904 | 11.3% |
| Retirement plans | Fewer than 5 | $14,472,661 | 2.7% |
| Charities | Fewer than 5 | $1,000 | 0.0% |
Filing source
Form ADV 1720922 · Feb 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1880 CENTURY PARK EAST, SUITE 1020LOS ANGELES, CA, 90067, United States
CRD 306872
Filing source
Form ADV 1720922 · Feb 28, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.