SUREVEST INC.
Legal name: SUREVEST WEALTH MANAGEMENT
CRD #122369 SEC #801-112653 PHOENIX, AZ 480-272-7116
SEC Registered
Total AUM
$382.1M
Discretionary
$355.7M
Employees
10
Clients
1
Accounts
772
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 25, 2020
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
| LUNA, ROBERT, J | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND CCO | E | Control |
Registrations
Federal
IA
Jan 25, 2020 REGISTERED
Notice Filings (11)
AZ CA CO DC FL NJ NV NY TX VA WA
Address
2425 E. CAMELBACK ROADSUITE 890
PHOENIX, AZ 85016
United States
Phone: 480-272-7116