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RVW WEALTH LLC

LOS ANGELES, CA · CRD 140451 · IAPD ↗ · 310-945-4000

$1.94BRegulatory AUM
8Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — RVW WEALTH LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — RVW WEALTH LLC shrank from 13 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
December 2024 — RVW WEALTH LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — RVW WEALTH LLC crossed $1B in regulatory AUM ($956.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.