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
- HNWI66.48%
- Individuals24.11%
- Charitable Organizations3.74%
- Pension & Profit Sharing Plans2.92%
- Other1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RVW Wealth LLC is an independent registered investment adviser that has been SEC-registered since 2006 and is organized as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. In addition to advisory work, RVW Wealth acts as an insurance broker and provides financial planning and discretionary portfolio management for individuals, small businesses, and larger businesses or institutions. The firm does not describe itself as an ESG-focused allocator and is not listed as a multi-state adviser or pension consultant.
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 10
Kelly 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
Similar firms
AMI Asset Management Corp
RIALos Angeles, CA
Ascendant Capital Partners LP
RIALos Angeles, CA
HCR Wealth Advisors
RIALos Angeles, CA
JSF Financial, LLC
RIALos Angeles, CA
Windward Capital Management Co
RIALos Angeles, CA
Varsity Healthcare Partners
RIALos Angeles, CA