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, SEC‑registered advisory firm formed in 2006 and owned by an individual. The firm operates on a percentage‑of‑AUM fee model and provides financial planning and portfolio management services to individuals, families and institutional clients. RVW Wealth also conducts brokerage activity for insurance products and lists insurance brokering among its business activities. Service offerings include comprehensive financial planning and discretionary portfolio management for individuals and small businesses, as well as separate account management for business or institutional clients. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser in the snapshot data.
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%
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 142Active vs passive
$1.6B in ETFs
68%
$1.1B
31%
$500M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $249M | 4,825,000 | 15.76% |
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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