# 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.

- CRD: 140451
- Filed as: RVW WEALTH LLC
- Also doing business as: RVW INSURANCE SOLUTIONS, LLC, THE JERUSALEM PORTFOLIO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140451
- AdvisorCensus page: https://advisorcensus.com/firm/rvw-wealth-llc-los-angeles-ca-140451

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 10, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,936,575,507
- Discretionary: $1,853,271,325
- Non-discretionary: $83,304,182

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 745 | $466,860,157 |
| High net worth individuals | 284 | $1,287,503,713 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 36 | $56,563,370 |
| Charitable organizations | 17 | $72,375,419 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $17,728,554 |
| Other | 279 | $35,544,294 |

### 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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 19 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Memphis, TN

### Websites listed on Form ADV (Item 1.I)
- rvwwealth.com
- Facebook @RVWwealth
- LinkedIn @rvw-wealth
- YouTube @UCic3RMDgwKQls9PD1I7iOUA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $830,249,132 | 11 | May 26, 2021 |
| October 2022 | $960,957,838 | 12 | May 9, 2022 |
| October 2023 | $956,321,143 | 11 | September 18, 2023 |
| October 2024 | $1,113,380,210 | 12 | March 27, 2024 |
| October 2025 | $1,312,705,819 | 13 | April 24, 2025 |
| October 2026 | $1,936,575,507 | 19 | August 18, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RVW Wealth LLC (CRD 140451): Form ADV filing data as of October 2026.