RVW Wealth
TL;DR
RVW is a Los Angeles based adviser founded in 2006 offering investment management and insurance services to individuals, trusts, estates and businesses.
$1.9 billion
Regulatory AUM
As of ADV filing 2026-08-18
2,840
Accounts / Clients
1,029 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
19
Team Size
employees, 8 advisory
20 yrs
Years Registered
First registered 2006
About RVW Wealth
RVW is a Los Angeles based adviser founded in 2006 offering investment management and insurance services to individuals, trusts, estates and businesses.
Office: 1880 Century Park East, Suite 200, Los Angeles, CA 90067.
Best for: households from $250K wanting investments with insurance in one office
Fee model and designations stated on the guide
Fees plus commissionsCFA or CPA named
Form ADV data
CRD140451
RegistrationSEC-registered
First registration2006
Regulatory AUM$1.9 billion
ADV filing date2026-08-18
Accounts2,840
Clients1,029 individual and high-net-worth clients
Employees19
Advisory employees8
Fee modelAdvisory fees; ADV 2A discloses insurance and annuity commissions
Minimum$250,000 to open; $2,500 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCPA and CFA named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 140451, as of ADV filing 2026-08-18, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 8 of 10
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