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RVW WEALTH LLC
CRD 140451File 801-66674
APPROVED
Retail clients
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.85B
Non-discretionary $83.3M
Clients
1,099
2,840 accounts
Employees
19
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 21, 2006
- Principal office
- 1880 CENTURY PARK EAST, STE. 200, LOS ANGELES, CA, 90067
- Phone
- 310-945-4000
- Website
- HTTP://www.rvwwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.94B
- Discretionary AUM
- $1.85B
- Non-discretionary AUM
- $83.3M
- Discretionary accounts
- 2,785
- Non-discretionary accounts
- 55
- Total accounts
- 2,840
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $17.7M |
| Charitable organizations | 17 | $72.4M |
| High net worth individuals | 284 | $1.29B |
| Pension and profit sharing plans | 36 | $56.6M |
| Individuals (other than high net worth individuals) | 745 | $466.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 11 | 19 | increased by8 |
| Aug 17, 2026 | Clients | 1,378 | 1,099 | decreased by279 |
| Aug 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Jul 1, 2026 | Clients | 1,263 | 1,378 | increased by115 |
| Jul 1, 2026 | AUM | $1,594,561,451 | $1,936,575,507 | increased by$342,014,056 |
| Jul 1, 2026 | Accounts | 2,586 | 2,840 | increased by254 |
| May 1, 2026 | Employees | 11 | 12 | increased by1 |
| Mar 1, 2026 | Clients | 1,211 | 1,263 | increased by52 |
| Mar 1, 2026 | AUM | $1,312,705,819 | $1,594,561,451 | increased by$281,855,632 |
| Mar 1, 2026 | Accounts | 2,408 | 2,586 | increased by178 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,926 | 1,211 | decreased by715 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $960,957,838 | $1,312,705,819 | increased by$351,747,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,926 | 2,408 | increased by482 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RVW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RVW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.