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| Happy Holidays!! thanks for using AUM13F!! |
| RVW Wealth LLC
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| CRD # | 140451 |
| SEC # | 801-66674 |
| CIK # | 0001756543 |
| AUM | $1.3 B (2025-04-24) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 310-945-4000 |
| Address | 1880 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001756543 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 833 | 749.2 |
| (b) Individuals (high net worth individuals) | 32 | 303.7 |
| (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 | 54 | 87.9 |
| (h) Charitable organizations | 13 | 19.7 |
| (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 | 2 | 0.3 |
| (n) Other | 277 | 151.9 |
| Total | 2,408 | 1,312.7 |
| By Discretionary | ||
| Discretionary | 2,374 | 1,287.5 |
| Non-Discretionary | 34 | 25.2 |
| Total | 2,408 | 1,312.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 35.1 | |
| United States Persons | 1,277.7 | |
| Total | 2,408 | 1,312.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001756543] |
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