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 Q2 2019 included $419,689,000 in managed 13F securities and a top 10 holdings concentration of 63.16%. RVW Wealth's largest holding is iShares iBonds Dec 2025 Term Corp ETF with shares held of 2,945,387. Whalewisdom has at least 2 13F filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||1.95%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|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:|