RVW WEALTH, LLC

https://www.facebook.com/RVWwealth LOS ANGELES, CA Investment Advisor How do I update this listing?

RVW Wealth is based out of Los Angeles. RVW Wealth is a large advisory firm with 631 clients and discretionary assets under management (AUM) of $593,120,720 (Form ADV from 2020-12-15). Their last reported 13F filing for Q1 2021 included $766,000,000 in managed 13F securities and a top 10 holdings concentration of 38.25%. RVW Wealth's largest holding is iShares MSCI EAFE Index Fund with shares held of 453,115. Whalewisdom has at least 9 13F filings

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03/31/2021

13F Activity

  • Market Value $766 Million
  • Prior Market Value $682 Million
  • New Purchases10 stocks
  • Additional Purchases47 stocks
  • Sold out of2 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 38.25 %
  • Turnover % [1]:11.65%
  • Turnover Alt % [2]: 3.86 %
  • Time Held Top20:3.35 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:4.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 14.46%
Performance Last 4 Quarters: 14.71%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RVW WEALTH LLC
1880 CENTURY PARK EAST STE. 200
LOS ANGELES CA    90067
Country: United States

Business Phone: 310-945-4000
Fax: 310-289-8186
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 11
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 631
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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RVW WEALTH LLC

ownership team - last updated 2020-12-15
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2020-08-25
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2020-06-01
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

RVW WEALTH LLC

ownership team - last updated 2019-10-18
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2019-07-29
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2019-05-20
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2018-10-09
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

RVW WEALTH LLC

ownership team - last updated 2018-06-18
Name Title Start Date Direct/Indirect % Ownership
GERBER, SELWYN MANAGING MEMBER AND PRESIDENT 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER AND PRESIDENT direct 2006-04-01
GERBER, JONATHAN, LOUIS MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
RVW INVESTING, LLC MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2006-04-01

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