Rvw Wealth LLC
Registered investment adviser · Los Angeles, CA · CRD #140451
Form ADV data as of 2026-09-01Regulatory assets
$1.94 billion
Total accounts
2,840
Employees
19
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/rvw-wealth
- Telephone: 310-945-4000
- SEC file number: 801-66674
- Most recent Form ADV filing: 2026-08-18
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.85 billion |
| Non-discretionary regulatory assets under management | $83.3 million |
| Total regulatory assets under management | $1.94 billion |
| Discretionary accounts | 2,785 |
| Non-discretionary accounts | 55 |
| Total accounts | 2,840 |
| Regulatory assets under management attributable to non-U.S. persons | $39.4 million |
People
| Total employees (excluding clerical) | 19 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 1 |
| Employees registered as investment adviser representatives with a state | 8 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 2 |
| Firms or persons who solicit advisory clients on the firm's behalf | 5 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 0 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 745 | $466.9 million |
| High net worth individuals | 284 | $1.29 billion |
| Pension and profit sharing plans (not the participants or government plans) | 36 | $56.6 million |
| Charitable organizations | 17 | $72.4 million |
| Corporations or other businesses not listed above | 17 | $17.7 million |
| Other | 279 | $35.5 million |