Updated:
RVW Wealth
RVW Wealth is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2006. The firm manages $1.6 billion in regulatory assets under...
RVW Wealth
RVW Wealth is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2006. The firm manages $1.6 billion in regulatory assets under management. It has 11 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
1880 Century Park East, Suite 200, Los Angeles, CA 90067
Frequently asked questions
Who runs investment decisions at RVW Wealth?
The firm does not publicly identify a named CIO or lead portfolio manager. Its materials describe a team that includes CPAs, personal financial planners, tax specialists, and economists, drawing on the legacy of its founding CPA firm, Gerber & Co. Decisions are framed as committee-driven, applying quantitative methods to individual client portfolios.
Does RVW Wealth participate in private equity or venture capital?
No. All publicly available materials describe a liquid, public-market strategy centered on equities and bonds. There is no mention of direct private investing, fund commitments, SPVs, or any alternative asset classes in the firm's website, blog, or disclosures.
What is RVW Wealth's approach to portfolio rebalancing and taxes?
RVW Wealth rebalances portfolios through periodic adjustments—either by selling appreciated positions and buying underweight assets, or by directing new cash flows strategically. The firm links rebalancing to tax optimization, specifically describing tax-loss harvesting during taxable account rebalancing to mitigate capital-gains exposure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: