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SUREVEST PRIVATE WEALTH
LOS ANGELES, CA
310-492-7330
SEC #801-117935Total AUM
$541.1M
Employees
12Clients
351Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1880 CENTURY PARK EAST
SUITE 1020
LOS ANGELES
CA 90067
United States
SUITE 1020
LOS ANGELES
CA 90067
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
310-492-7330
Other Offices
2
Financials
Total AUM
$541.1M
Accounts
891Discretionary
$498.9M
Accounts
840Non-Discretionary
$42.3M
Accounts
51
Clients
Individual Clients
198AUM
$465.7M
HNW Individual Clients
148AUM
$60.9M
Pension/Profit Sharing Plan Clients
4AUM
$14.5M
Charitable Organization Clients
1AUM
$1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL MANAGEMENT & PRIVATE FAMILY CFO SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODCFLIAMDNJNVNYTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.