Kelly Mitsuo Sueoka
Investment adviser representative at Rvw Wealth LLC
25 yearsExperience
1 stateRegistered in
$1.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Rvw Wealth LLCOct 2022 to now
- Rvw Investing, LLCJun 2022 to now
- Pacific Financial Research (ma)Jul 2001 to now
- Self-enployedApr 2009 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rvw Wealth LLC
$1.9BAssets managed
1,378Clients
8Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4427932
- Firm CRD
- 140451