RIA Intel›Advisers›Iowa›R&V PERSONAL FINANCE, LLC

R&V PERSONAL FINANCE, LLC

Advisory

IA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account

$550K

across 16 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

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INVESTAMERICA INVESTMENT ADVISORS INC

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$9M

FBL WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA

$9M

CALIBRATE WEALTH, LLC

$10M

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