RIA Intel›Advisers›California›RVW WEALTH LLC

RVW WEALTH LLC

Advisory

N·LOS ANGELES, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+17.9%

3-Year CAGR

+10.8%

Employees

8

Assets Under Management

Total AUM$1.6B

Discretionary AUM$1.6B

Non-Discretionary AUM$19M

Discretionary %98.8%

Total Clients1,211

Team

Total Employees8

Investment Advisers11

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record65

First FilingApr 25, 2006

Latest FilingFeb 10, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RVW WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.