Investment adviser · CRD 122369
SUREVEST WEALTH MANAGEMENT
Investment adviser filing (IA)
SUREVEST INC.
PHOENIX, AZ, United States · Form ADV filed Jan 24, 2020
- Regulatory AUM
- $382M Form ADV · Item 5.F
- Client accounts
- 772 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 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 |
|---|---|---|---|
| High-net-worth individuals | 93 | $291,077,399 | 76.2% |
| Individuals | 183 | $90,991,065 | 23.8% |
| Charities | Fewer than 5 | $1,026 | 0.0% |
Filing source
Form ADV 1372936 · Jan 24, 2020 · 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: Jan 24, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2425 E. CAMELBACK ROAD, SUITE 890PHOENIX, AZ, 85016, United States
CRD 122369
Filing source
Form ADV 1372936 · Jan 24, 2020 · 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.