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KS

Kelly M. Sueoka

RVW WEALTH LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 4427932
KS

Professional summary

Kelly Mitsuo Sueoka is a registered financial advisor currently at RVW WEALTH LLC located in Los Angeles, California.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kelly has worked at 2 firms and has passed the Series 65 and Series 66 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Mitsuo Sueoka's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 11, 2022 - Present

RVW WEALTH LLC

Office #1: 1880 Century Park East Ste. 200, Los Angeles, CA 90067
RIA
CRD#: 140451
Los Angeles, CA
Past

July 27, 2001 - January 9, 2006

PACIFIC FINANCIAL RESEARCH INVESTMENT MANAGEMENT

RIA
CRD#: 104514
BEVERLY HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RVW WEALTH LLC
JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA
Registered Investment Advisory firm - (7/21/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/19/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/29/2001
Uniform Combined State Law Examination

Current Firm

RW
RVW WEALTH LLC
JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA
Registered Investment Advisory firm - (7/21/2006 Approved)
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Contact information

Main Address
1880 Century Park East Ste. 200, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 945-4000
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (8/8/2025)

Regulatory assets under management

Total Number of Accounts2,408
AUM (Assets Under Management)$ 1,312,705,819

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RVW WEALTH LLC

CRD#: 140451Los Angeles, CA 90067

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