RVW WEALTH LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 140451
- Registered since
- July 21, 2006
- Website
- rvwwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.96%
- HNWI20.36%
- Other17.39%
- Pension & Profit Sharing Plans5.92%
- Charitable Organizations1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RVW Wealth LLC is an independent, SEC-registered RIA organized as an LLC and in business since 2006. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning and discretionary portfolio management across individuals, small businesses, and institutions. RVW Wealth also operates as an insurance broker, which shows up in its product mix and distribution capabilities. The adviser charges fees based on a percentage of assets under management and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Investment Grade Corp Bonds20%
- State & Local Bonds6%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
3 of 10KELLY SUEOKA
Portfolio ManagerCRD 4427932
LOREN GESAS
Senior Vice PresidentCRD 2290709
Donovan Schafer
Director of Retirement PlansCRD 7074658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$1.3B in ETFs
67%
$896M
32%
$433M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $209M | 4,630,535 | 15.72% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1880 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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