RVW WEALTH, LLC

HTTP://www.rvwwealth.com 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 585 clients and discretionary assets under management (AUM) of $544,691,451 (Form ADV from 2019-03-26). Their last reported 13F filing for Q1 2019 included $391,880,000 in managed 13F securities and a top 10 holdings concentration of 62.94%. RVW Wealth's largest holding is iShares iBonds Dec 2025 Term Corp ETF with shares held of 2,656,100. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.95%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

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: 10
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: 585
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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