RVW Wealth, LLC

Financial Advisor in Los Angeles, CA

Firm Info
Address: 1880 Century Park E Suite 200, Los Angeles, CA 90067, USA
Phone: (310) 945-4000

Firm Size
Assets Under Management: $961 million
# of Advisors: 9
# of Clients: 1,926
Client to Advisor Ratio: 214:1
Average Account Size: $498,940
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Rvw Wealth LLC Overview

RVW Wealth LLC is a Los Angeles-based registered investment advisory firm that has been providing financial planning and investment advice services since 2006. As a fee-based firm, it offers a fee arrangement that is transparent and straightforward, with no hidden costs. This means that clients pay a fee for the services they receive, rather than being charged on a commission basis. One of the core services offered by RVW Wealth LLC is portfolio management. It provides portfolio management services for both individual clients and small businesses, as well as larger businesses or institutional clients. With its deep expertise and experience in this field, RVW Wealth LLC is able to offer tailored portfolio management solutions that align with each client's specific goals and risk tolerance. In addition to portfolio management, RVW Wealth LLC also offers financial planning services. Through this service, the firm helps clients develop comprehensive financial plans that take into account their unique needs, preferences, and goals. Whether clients are looking to invest for retirement, save for their children's education, or plan for any other life event, RVW Wealth LLC provides the guidance and expertise necessary to achieve their objectives.

RVW WEALTH LLC prides itself on serving a diverse range of clients. They primarily specialize in high net worth individuals and pension or profit sharing plans. However, they also provide services to charitable organizations, other corporation types not listed, and other types of clients. Whether an individual is just starting out or looking to grow their wealth, RVW WEALTH LLC offers tailored solutions to meet each unique need. When it comes to fee structures, RVW WEALTH LLC offers a percentage of assets under management (AUM) or a flat fee depending on the services provided. They also offer hourly rates for consultations or financial planning. Additionally, RVW WEALTH LLC offers an array of investment options to help clients reach their financial goals. From mutual funds to alternative investments, the firm provides access to a wide variety of investment vehicles. Depending on the client's investment objectives, asset allocation may also be recommended. RVW WEALTH LLC takes great care in ensuring that each client is equipped with the necessary tools to achieve financial success.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for RVW WEALTH LLC is generally $250,000, as stated in their Part 2 Brochure note about investment minimums. It is required to open and maintain a management account, but the firm may waive this requirement at their sole discretion.

How This Office Can Help Los Angeles, CA Residents

RVW Wealth, LLC is a leading financial advisory firm that assists clients in Los Angeles, CA in achieving their financial goals. The firm offers a range of services to help individuals and families navigate the complex world of finance and investment. Some of the specific financial situations that someone living in Los Angeles, CA might be facing include managing high levels of debt, investing in the real estate market, and planning for retirement. RVW understands that each client’s situation is unique and requires a customized approach. Their team of experienced advisors work closely with clients to develop a personalized financial plan that takes into account their goals, risk tolerance, and individual needs. With a focus on comprehensive financial planning and smart investment strategies, RVW helps clients in Los Angeles, CA achieve their financial objectives and build long-term wealth.

To view the Minimum Investment and Fee Schedule for Rvw Wealth LLC, visit their Part 2 Brochure.

Services Offered by Rvw Wealth LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Rvw Wealth LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1880 Century Park E Suite 200, Los Angeles, CA 90067, USA
Phone (310) 945-4000
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Rvw Wealth LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Maryland
  • Massachusetts
  • Minnesota
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Tennessee
  • Texas
  • Washington

Disciplinary History

Rvw Wealth LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs