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RVW WEALTH LLC
1880 Century Park East
Ste. 200
Los Angeles, California 90067
Tel: 310-945-4000
About RVW WEALTH LLC
RVW WEALTH LLC, formally registered with the SEC as RVW WEALTH LLC. The firm was established in 07/21/2006. They have over 4 offices throughout the country.
RVW WEALTH LLC is a Los Angeles, California based Financial Planning firm with nearly $1,113,380,210 assets under management, offering retirement planning & investment advisory services to 2179 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140451 |
| SEC# | 801-66674 |
| Assets Managed by Firm | $1,113,380,210 |
| No. of Clients | 2179 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2179 | $1,113,380,210 |
| Individuals (other than high net worth individuals) | 853 | $674,486,111 |
| High net worth individuals | 32 | $311,064,749 |
| Pension and profit sharing plans | 59 | $72,690,059 |
| Charitable organizations | 15 | $18,304,506 |
| Corporations or other businesses | 2 | $260,225 |
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