# SUREVEST, LLC

SUREVEST, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 306872
- Type: SEC-registered investment adviser
- SEC file number: 801-117935
- Location: 1880 CENTURY PARK EAST, SUITE 1020, LOS ANGELES, CA, 90067
- Phone: 310-492-7330
- Latest filing: 2023-02-28
- Regulatory AUM: $541.1M
- Discretionary AUM: $498.9M
- Non-discretionary AUM: $42.3M
- Clients: 12
- Accounts: 891

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| LUNA ROBERT J | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER & CEO | — |
| Galdamez Luis A | MANAGING DIRECTOR - INVESTMENTS; MANAGING DIRECTOR - INVESTMENTS & MEMBER | — |
| KISNER JEREMY A | DIRECTOR OF FINANCIAL PLANNING; DIRECTOR OF FINANCIAL PLANNING & MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306872/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306872/similar
- Related entities: https://search.stillhousedata.com/firm/306872/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306872

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.