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 provides fee-based wealth management, financial planning, and portfolio management to individuals, families, and institutions. The firm is SEC-registered since 2006 and is organized as a limited liability company owned by an individual. Its advisory model charges a percentage of assets under management and it also operates as an insurance broker, which appears to support use of insurance products in client solutions. RVW Wealth does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
1 of 1
Selwyn Gerber
Chairman and Chief StrategistCRD 2471226
Contacts
3 of 7
Simon Liu
Senior Equity TraderCRD 4437958
Jonathan Gerber
PresidentCRD 4853115
Loren Gesas
Senior Vice PresidentCRD 2290709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$1.6B in ETFs
68%
$1.1B
31%
$512M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $247M | 4,720,801 | 15.36% |
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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