RVW WEALTH LLC
CRD #140451 SEC #801-66674 LOS ANGELES, CA 310-945-4000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
11
Clients
251
Accounts
2,408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.3B | $25.2M | 11 | 0 |
| Sep 2025 | $1.3B | $1.3B | $25.2M | 11 | 0 |
| Aug 2025 | $1.3B | $1.3B | $25.2M | 13 | 0 |
| Apr 2025 | $1.3B | $1.3B | $25.2M | 13 | 0 |
| Mar 2025 | $1.3B | $1.3B | $25.2M | 13 | 0 |
| Mar 2025 | $1.1B | $1.1B | $22.9M | 13 | 0 |
| Dec 2024 | $1.1B | $1.1B | $22.9M | 12 | 0 |
| Nov 2024 | $1.1B | $1.1B | $22.9M | 14 | 0 |
| Mar 2024 | $1.1B | $1.1B | $22.9M | 12 | 0 |
| Mar 2024 | $956.3M | $928.2M | $28.1M | 12 | 0 |
| Sep 2023 | $956.3M | $928.2M | $28.1M | 11 | 0 |
| May 2023 | $956.3M | $928.2M | $28.1M | 10 | 0 |
| Mar 2023 | $956.3M | $928.2M | $28.1M | 12 | 0 |
| Oct 2022 | $961M | $936.3M | $24.7M | 12 | 0 |
| May 2022 | $961M | $936.3M | $24.7M | 12 | 0 |
| Mar 2022 | $961M | $936.3M | $24.7M | 11 | 0 |
| Feb 2022 | $830.2M | $804.2M | $26M | 11 | 0 |
| Dec 2021 | $830.2M | $804.2M | $26M | 11 | 0 |
| May 2021 | $830.2M | $804.2M | $26M | 11 | 0 |
| May 2021 | $830.2M | $804.2M | $26M | 11 | 0 |
| Mar 2021 | $830.2M | $804.2M | $26M | 11 | 0 |
| Mar 2021 | $830.2M | $804.2M | $26M | 11 | 0 |
| Dec 2020 | $606.1M | $593.1M | $12.9M | 11 | 10 |
| Nov 2020 | $606.1M | $593.1M | $12.9M | 10 | 10 |
| Nov 2020 | $606.1M | $593.1M | $12.9M | 10 | 10 |
| Aug 2020 | $606.1M | $593.1M | $12.9M | 10 | 10 |
| Jul 2020 | $606.1M | $593.1M | $12.9M | 10 | 10 |
| Jun 2020 | $606.1M | $593.1M | $12.9M | 10 | 10 |
| May 2020 | $606.1M | $593.1M | $12.9M | 9 | 10 |
| May 2020 | $606.1M | $593.1M | $12.9M | 8 | 10 |
| May 2020 | $606.1M | $593.1M | $12.9M | 9 | 10 |
| Mar 2020 | $606.1M | $593.1M | $12.9M | 9 | 10 |
| Oct 2019 | $603.8M | $603.8M | $0 | 9 | 0 |
| Jul 2019 | $544.7M | $544.7M | $0 | 10 | 0 |
| May 2019 | $544.7M | $544.7M | $0 | 10 | 0 |
| Mar 2019 | $544.7M | $544.7M | $0 | 10 | 0 |
| Feb 2019 | $483.2M | $483.2M | $0 | 10 | 555 |
| Feb 2019 | $483.2M | $483.2M | $0 | 9 | 555 |
| Oct 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Sep 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Sep 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Sep 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Jun 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Mar 2018 | $483.2M | $483.2M | $0 | 9 | 555 |
| Jan 2018 | $390M | $390M | $0 | 5 | 400 |
| Jan 2018 | $390M | $390M | $0 | 5 | 400 |
| Dec 2017 | $390M | $390M | $0 | 5 | 400 |
| Sep 2017 | $390M | $390M | $0 | 5 | 400 |
| Sep 2017 | $390M | $390M | $0 | 5 | 400 |
| Sep 2017 | $390M | $390M | $0 | 5 | 400 |
| Aug 2017 | $390M | $390M | $0 | 5 | 400 |
| Feb 2017 | $390M | $390M | $0 | 5 | 400 |
| Feb 2016 | $315M | $315M | $0 | 5 | 400 |
| Mar 2015 | $262M | $262M | $0 | 5 | 300 |
| Mar 2014 | $262M | $262M | $0 | 5 | 300 |
| Sep 2013 | $219M | $219M | $0 | 5 | 300 |
| Aug 2013 | $219M | $219M | $0 | 5 | 300 |
| Jul 2013 | $219M | $219M | $0 | 5 | 300 |
| Apr 2013 | $219M | $219M | $0 | 5 | 300 |
| Apr 2012 | $155.1M | $155.1M | $0 | 1 | 200 |
| Apr 2011 | $142.6M | $142.6M | $0 | 5 | -- |
| Jan 2010 | $56.4M | $56.4M | $0 | 5 | -- |
| Mar 2009 | $50M | $50M | $0 | 5 | -- |
| May 2007 | $40M | $40M | $0 | 5 | -- |
| Jan 2007 | $40M | $40M | $0 | 5 | -- |
| Dec 2006 | $39.4M | $39.4M | $0 | 5 | -- |
DateNov 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.2M
Employees11
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.2M
Employees11
Clients0
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.2M
Employees13
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.2M
Employees13
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$25.2M
Employees13
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.9M
Employees13
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.9M
Employees12
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.9M
Employees14
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.9M
Employees12
Clients0
DateMar 2024
Total AUM$956.3M
Discretionary$928.2M
Non-Disc.$28.1M
Employees12
Clients0
DateSep 2023
Total AUM$956.3M
Discretionary$928.2M
Non-Disc.$28.1M
Employees11
Clients0
DateMay 2023
Total AUM$956.3M
Discretionary$928.2M
Non-Disc.$28.1M
Employees10
Clients0
DateMar 2023
Total AUM$956.3M
Discretionary$928.2M
Non-Disc.$28.1M
Employees12
Clients0
DateOct 2022
Total AUM$961M
Discretionary$936.3M
Non-Disc.$24.7M
Employees12
Clients0
DateMay 2022
Total AUM$961M
Discretionary$936.3M
Non-Disc.$24.7M
Employees12
Clients0
DateMar 2022
Total AUM$961M
Discretionary$936.3M
Non-Disc.$24.7M
Employees11
Clients0
DateFeb 2022
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateDec 2021
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateMay 2021
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateMay 2021
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateMar 2021
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateMar 2021
Total AUM$830.2M
Discretionary$804.2M
Non-Disc.$26M
Employees11
Clients0
DateDec 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees11
Clients10
DateNov 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees10
Clients10
DateNov 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees10
Clients10
DateAug 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees10
Clients10
DateJul 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees10
Clients10
DateJun 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees10
Clients10
DateMay 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees9
Clients10
DateMay 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees8
Clients10
DateMay 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees9
Clients10
DateMar 2020
Total AUM$606.1M
Discretionary$593.1M
Non-Disc.$12.9M
Employees9
Clients10
DateOct 2019
Total AUM$603.8M
Discretionary$603.8M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2019
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees10
Clients555
DateFeb 2019
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateOct 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateSep 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateSep 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateSep 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateJun 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateMar 2018
Total AUM$483.2M
Discretionary$483.2M
Non-Disc.$0
Employees9
Clients555
DateJan 2018
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateJan 2018
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateDec 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateSep 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateSep 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateSep 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateAug 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateFeb 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees5
Clients400
DateFeb 2016
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees5
Clients300
DateSep 2013
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees5
Clients300
DateAug 2013
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees5
Clients300
DateJul 2013
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees5
Clients300
DateApr 2012
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--