Revolve Wealth — La Jolla, CA
Marketing Brand4275 Executive Sq 5th Floor, La Jolla, CA 92037
Kenneth Katz, Advisor. Revolve Wealth Partners Advisor Kenneth Katz. Ken, the most senior member of our team, has been a Financial Advisor since 1977. He ...
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
Source: SEC Form ADV filings and FINRA BrokerCheck
Brand Information
Advisors Under This Brand(1)
These advisors use the Revolve Wealth brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.