# RVW Wealth

RVW Wealth is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 1880 Century Park East, Suite 200, Los Angeles, CA 90067
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** rvwwealth.com
- **LinkedIn:** https://www.linkedin.com/company/rvw-wealth

## Regulatory record

- **CRD number:** 140451
- **SEC file number:** 801-66674
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140451

## About

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.

## 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.

## Related profiles

- [RV Invest](https://altss.com/profile/rv-invest)
- [RW3 Ventures](https://altss.com/profile/rw3-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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