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
$1.9B
Employees
12
Offices
1 office
Total Clients
1,378
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 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
745
2
HNWI
20.6%
284
3
529 ACCOUNTS, ANNUITIES, FOREIGN ACCOUNTS
20.2%
279
4
Pension Plans
2.6%
36
5
Charitable
1.2%
17
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of June 10, 2026
Discretionary95.7%
$1.9B
96% of total RAUM95.7%
Non-discretionary4.3%
$83M
4% of total RAUM4.3%
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.
Total AUM$1.9B
Total Accounts2,840
10Y AUM Change+$1.5B (+396.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee115:1
10Y Employee Change+7 (+140.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.