AdvisorCensus / Financial advisors / California / Los Angeles / RVW Wealth LLC
RVW Wealth LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.
Quick answers
From the filingHow is RVW Wealth LLC compensated?
On its Form ADV (Item 5.E, October 2026), RVW Wealth LLC reports these compensation arrangements: a percentage of assets under its management.
Where is RVW Wealth LLC located?
RVW Wealth LLC's principal office is in Los Angeles, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is RVW Wealth LLC registered with the SEC or a state?
RVW Wealth LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140451.
How much does RVW Wealth LLC manage?
RVW Wealth LLC reports $1,936,575,507 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (96% discretionary).
How have RVW Wealth LLC's assets and staff changed since 2021?
In the Form ADV data for RVW Wealth LLC: Regulatory assets under management: $830,249,132 in the October 2021 data and $1,936,575,507 in the October 2026 data, up 133%. Total employees: 11 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does RVW Wealth LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (745); high net worth individuals (284); other (279).
Which custodians does RVW Wealth LLC use?
RVW Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does RVW Wealth LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140451
Does RVW Wealth LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 10, 2026 says: "Generally, a minimum of $250,000 is required to open and maintain a management account. However, this requirement may be waived, at our sole discretion."
What changed in RVW Wealth LLC's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 9 to 8.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Generally, a minimum of $250,000 is required to open and maintain a management account. However, this requirement may be waived, at our sole discretion.
Minimum annual fee: $2,500
The brochure's wording
RVW may impose a minimum annual fee of $2,500 per client. Our fees are negotiable, and the specific fee charged will be set forth in each client’s written agreement.
As stated in the firm's Form ADV Part 2A brochure dated June 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,936,575,507 as of October 2026, filing dated August 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Also doing business as
- RVW INSURANCE SOLUTIONS, LLC, THE JERUSALEM PORTFOLIO
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 19. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,936,575,507 | 19 | August 18, 2026 |
| October 2025 | $1,312,705,819 | 13 | April 24, 2025 |
| October 2024 | $1,113,380,210 | 12 | March 27, 2024 |
| October 2023 | $956,321,143 | 11 | September 18, 2023 |
| October 2022 | $960,957,838 | 12 | May 9, 2022 |
| October 2021 | $830,249,132 | 11 | May 26, 2021 |
Regulatory assets under management: $830,249,132 in the October 2021 data and $1,936,575,507 in the October 2026 data, up 133%.
Total employees: 11 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 9 to 8.
- July 2026
- Regulatory assets under management went from $1,594,561,451 to $1,936,575,507 (+21%).
- May 2026
- Employees performing advisory functions went from 8 to 9.
- March 2026
- Regulatory assets under management went from $1,312,705,819 to $1,594,561,451 (+21%).
- December 2025
- Employees performing advisory functions went from 13 to 8.
- Registered or notice-filed in NE.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. RVW Wealth LLC (CRD 140451): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/rvw-wealth-llc-los-angeles-ca-140451