Akemi Kondo Dalvi
Investment adviser representative at Kondo Wealth Advisors, Inc
18 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$365.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2011 to now
- Kondo Wealth Advisors, IncMar 2008 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kondo Wealth Advisors, Inc
$365.1MAssets managed
362Clients
2Advisers
11 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
- 5617765
- Firm CRD
- 175347