Kei Arnold Sasaki
Investment adviser representative at Mtc Wealth Management
27 yearsExperience
50 statesRegistered in
CFADesignation
$329MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Mtc Wealth Management, LLCApr 2024 to now
- Pinebridge Investments LLCAug 1999 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 50 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Mtc Wealth Management
Legal name: Mtc Wealth Management LLC
$329MAssets managed
2Clients
7Advisers
7 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
- 5985572
- Firm CRD
- 305308