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⚲
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| RVW Wealth LLC
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| |
|---|---|
| CRD # | 140451 |
| SEC # | 801-66674 |
| CIK # | 0001756543 |
| AUM | $1.1 BB (2024-03-27) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 310-945-4000 |
| Address | 1880 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 864 | 607.8 |
| (b) Individuals (high net worth individuals) | 28 | 257.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 64.0 |
| (h) Charitable organizations | 15 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.1 |
| (n) Other | 56 | 19.1 |
| Total | 2,096 | 956.3 |
| By Discretionary | ||
| Discretionary | 2,043 | 928.2 |
| Non-Discretionary | 53 | 28.1 |
| Total | 2,096 | 956.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.3 | |
| United States Persons | 933.0 | |
| Total | 2,096 | 956.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001756543] |
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