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 organized as an LLC and operating since 2006. The firm serves individuals, families and institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. RVW Wealth also operates as an insurance broker and lists an accounting affiliation. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator to proprietary alternative funds.
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 8
Kelly Sueoka
Portfolio ManagerCRD 4427932
Loren Gesas
Senior Vice PresidentCRD 2290709
Caiying Wu
AccountantCRD 6083168
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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