Rvw Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 7, 2026, reports $1.6B in regulatory assets under management, 12 employees, 1 office, and 2,586 accounts.
Assets Under Management
$1.6B
Employees
12
Offices
1 office
Total Clients
1,263
Primary office
LOS ANGELES, CA
1880 CENTURY PARK EAST, STE. 200, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.7% of total clients.
Top client categories% of clientsClients
1
Individuals
63.7%
805
2
529 ACCOUNTS, ANNUITIES, FOREIGN ACCOUNTS
29.5%
372
3
Pension Plans
3.3%
42
4
HNWI
2.3%
29
5
Charitable
1.0%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 7, 2026
Discretionary98.8%
$1.6B
99% of total RAUM98.8%
Non-discretionary1.2%
$19M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts2,586
10Y AUM Change+$1.2B (+308.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee105:1
10Y Employee Change+7 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.