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RVW WEALTH LLC
LOS ANGELES, CA
310-945-4000
SEC #801-66674Total AUM
$1.6B
Employees
12Clients
1,263Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1880 CENTURY PARK EAST
STE. 200
LOS ANGELES
CA 90067
United States
STE. 200
LOS ANGELES
CA 90067
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
310-945-4000
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
2,586Discretionary
$1.6B
Accounts
2,554Non-Discretionary
$19.3M
Accounts
32
Clients
Individual Clients
805AUM
$876.3M
HNW Individual Clients
29AUM
$324.6M
Pension/Profit Sharing Plan Clients
42AUM
$94.4M
Charitable Organization Clients
13AUM
$21.6M
Corporation or Business Clients
2AUM
$283.8K
Other Clients
372AUM
$277.4M
Description of Other Clients
529 ACCOUNTS, ANNUITIES, FOREIGN ACCOUNTS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAHIILMAMDMNNCNENHNJNMNVNYOHORTNTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.