RVW WEALTH LLC
Adviser information for RVW WEALTH LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 5 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,139 | $1.1B |
| Non-Discretionary | 40 | $22.9M |
| Total | 2,179 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 853 | $674.5M |
| HNW Individuals | 32 | $311.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 59 | $72.7M |
| Charitable organizations | 15 | $18.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $260,225 |
| Other | 96 | $36.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-66674 |
|---|---|
| SEC ERA File Number | 801-66674 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140451 |
| Legal Entity Identifier | None |
Principal Office
1880 CENTURY PARK EASTSTE. 200
LOS ANGELES
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 310-945-4000, Fax: 310-289-8186
Chief Compliance Officer
JONATHAN GERBER
MANAGING MEMBER, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
1880 CENTURY PARK EAST
STE. 200
LOS ANGELES
CA
United States
Tel:
310-945-4000
Fax:
310-289-8186
J*@************M
(Full email address available in API data)
Regulatory Contact
SELWYN GERBER
MANAGING MEMBER & PRESIDENT
1880 CENTURY PARK EAST
SUITE 200
LOS ANGELES
CA
United States
Tel:
310-945-4000
Fax:
310-289-8186
S*@************M
(Full email address available in API data)
Industry Affiliates
| GERBER & CO. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GERBER, SELWYN | Individual | – | MANAGING MEMBER AND PRESIDENT | 04/2006 | 50-75% |
| GERBER, JONATHAN, LOUIS | Individual | – | MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 04/2006 | 25-50% |