RVW WEALTH LLC

CRD 140451File 801-66674

APPROVED

Retail clients

Filing as of Jul 21, 2026

Feed vintage Aug 17, 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

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1378	1099
Aug 12, 2026	Registration	—	APPROVED

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.