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| Keyboard |
| RVW Wealth LLC
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|---|---|
| CRD # | 140451 |
| SEC # | 801-66674 |
| CIK # | 0001756543 |
| AUM | 1,936.6 M (2026-06-10) |
| Employees | 12 (75% Investors, 8% Brokers) |
| Phone | 310-945-4000 |
| Address | 1880 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.2 | ||
| Harley Davidson Inc | 14.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 745 | 466.9 |
| (b) Individuals (high net worth individuals) | 284 | 1,287.5 |
| (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 | 36 | 56.6 |
| (h) Charitable organizations | 17 | 72.4 |
| (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 | 17 | 17.7 |
| (n) Other | 279 | 35.5 |
| Total | 2,840 | 1,936.6 |
| By Discretionary | ||
| Discretionary | 2,785 | 1,853.3 |
| Non-Discretionary | 55 | 83.3 |
| Total | 2,840 | 1,936.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 39.4 | |
| United States Persons | 1,897.2 | |
| Total | 2,840 | 1,936.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001756543] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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CT | 1,923.4 M |
|
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