Rvw Wealth LLC is a large advisory firm based in Los Angeles. It manages $544.69 million of regulatory assets for 1,645 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Connecticut, and 13 other states.
Rvw Wealth provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rvw Wealth LLC is $544.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and $22.23 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Rvw Wealth LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Rvw Wealth is individuals with 500 clients and $260 million of assets under management. Among the 12 most similar advisory firms, Rvw Wealth has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $544.69 million for 585 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rvw Wealth doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Rvw Wealth LLC performs its advisory services is located at 1880 Century Park East, Los Angeles, CA 90067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-945-4000 or by fax 310-289-8186. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at rvwinvesting.com.