Investment adviser · CRD 140451
RVW WEALTH LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $1.94B Form ADV · Item 5.F
- Client accounts
- 2,840 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 284 | $1,287,503,713 | 66.5% |
| Individuals | 745 | $466,860,157 | 24.1% |
| Charities | 17 | $72,375,419 | 3.7% |
| Retirement plans | 36 | $56,563,370 | 2.9% |
| Other clients | 279 | $35,544,294 | 1.8% |
| Corporations & businesses | 17 | $17,728,554 | 0.9% |
Filing source
Form ADV 2126234 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1880 CENTURY PARK EAST, STE. 200LOS ANGELES, CA, 90067, United States
CRD 140451
Filing source
Form ADV 2126234 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.