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RVW WEALTH LLC
CRD 140451 · SEC 801-66674
1880 CENTURY PARK EAST, STE. 200, LOS ANGELES, CA, 90067, United States
Phone
310-945-4000
Fax
310-289-8186
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.94B
Discretionary AUM
$1.85B
Team
12 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 745 | $466.9M |
| High net worth individuals | 284 | $1.29B |
| Pension/profit sharing plans | 36 | $56.6M |
| Charitable organizations | 17 | $72.4M |
| Corporations/business entities | 17 | $17.7M |
States served
AZ, CA, CO, DC, GA, IL, MD, MA, MN, NE, NV, NJ, NM, NY, NC, OH, OR, TN, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD