Rvw Wealth LLC

RVW Wealth, LLC, formerly known as RVW Investing, LLC, is a Los Angeles-based investment advisory firm founded in 2006. The firm offers investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. RVW is registered with the SEC and conducts business in multiple states. The firm is owned by Jonathan L. Gerber and Selwyn Gerber. RVW provides investment management services on a discretionary basis, determining asset allocation plans based on clients' investment guidelines. The firm offers continuous supervision and management of clients' assets, with annual reviews of investment guidelines. RVW acts as a fee-only advisor, charging annual fees typically at 1.5% of managed assets. The firm does not charge performance-based fees and does not engage in side-by-side management. RVW does not take custody of client accounts and does not vote proxies on behalf of clients. The firm participates in the TD Ameritrade Institutional program, receiving additional benefits. RVW has elected to participate in the CARES Act's Paycheck Protection Program to strengthen its balance sheet during the COVID-19 pandemic.