Wealth manager, independent · LOS Angeles, CA
RVW Wealth LLC
SEC-registered investment adviser · CRD 140451 · SEC 801-66674
At a glance
RVW Wealth LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $1.9B in regulatory assets under management as of its Form ADV filed August 18, 2026. It reports 1,029 individual clients, 284 of them high-net-worth, holding an average of about $1.7 million each, and 19 employees. That ranks it 575th among the nation’s 5,657 independent wealth management RIAs and 71st of 714 in California. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 310-945-4000rvwwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #575 of 5,657
- Rank among all SEC RIAs
- #3,706 of 17,210
- Rank in California
- #71 of 714
- Individual clients
- 1,029
- High-net-worth clients
- 284
- Accounts
- 2,840
- Discretionary
- 96% of AUM
- Employees
- 19
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Selwyn GerberManaging Member and President
- Jonathan L. GerberManaging Member, Vice President & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
RVW Wealth LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 284 | $1.3B | 66% |
| Individuals | 745 | $467M | 24% |
| Charitable organizations | 17 | $72M | 4% |
| Pension and profit sharing plans | 36 | $57M | 3% |
| Other | 279 | $36M | 2% |
| Corporations or other businesses | 17 | $18M | <1% |
Disciplinary disclosures
RVW Wealth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗rvwwealth.com ↗
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The full record on RVW Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,041 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| JSF Financial, LLCLOS Angeles | $2.0B | 791 |
| HCR Wealth AdvisorsLOS Angeles | $2.0B | 937 |
| Falcon Wealth Planning, LLCOntario | $2.0B | 1,581 |
| Rebalance LLCPalo Alto | $1.9B | 636 |
| Private Wealth Partners, LLCMill Valley | $1.9B | 253 |
| SP Asset Management LLCCupertino | $1.9B | 207 |
Background
Questions
How much does RVW Wealth LLC manage?
RVW Wealth LLC reports $1.9B in regulatory assets under management across 2,840 accounts, 96% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
How many clients does RVW Wealth LLC have?
It reports 1,029 individual clients: 284 high-net-worth individuals and 745 other individuals. Individuals account for about 91% of its regulatory assets.
Where is RVW Wealth LLC headquartered?
Its main office is in LOS Angeles, California. It reports 2 offices in total and 19 employees, 8 of whom perform investment advisory functions.
How does RVW Wealth LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does RVW Wealth LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 18, 2026, it reports these amounts held: Charles Schwab ($1.6B); Fidelity ($75M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is RVW Wealth LLC a hybrid RIA with a broker-dealer?
RVW Wealth LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is RVW Wealth LLC a fiduciary?
As an SEC-registered investment adviser, RVW Wealth LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is RVW Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →