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 launched in 2006 and organized as an LLC under individual ownership. The firm serves both individuals/families and institutional clients, charging typical percentage-of-AUM fees. Core advisory offerings include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients; the firm also operates as an insurance broker and lists an accountant among its industry affiliations. RVW Wealth does not list 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%
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 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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