RVW Wealth, LLC
RVW Wealth, LLC is a Los Angeles, California-based registered investment adviser, founded in 2006 by senior partners of Gerber & Co., a CPA firm established in 1986. RVW specializes in investment management and financial advisory services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm's team includes CPAs, CFAs, personal financial planners, tax specialists, and economists, serving clients with comprehensive portfolio management, financial planning, and evidence-based investing. As of 2022, the firm is SEC-registered and employs around 11 people.
Investment Strategy
RVW Wealth implements a fiduciary, evidence-based investment approach rooted in academic research and Nobel prize-winning economics, focusing on optimizing expected rates of return within a client’s risk parameters. The firm emphasizes objective, simple, and low-cost advice using time-tested quantitative methodologies. Their philosophy often incorporates direct ownership of individual stocks to control costs and improve long-term performance, as opposed to mutual or index funds which incur ongoing management fees. RVW tailors strategies to meet clients’ individual objectives, risk tolerances, and financial situations, prioritizing transparency and a direct, fee-based structure.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 16.07% | $205.9M | 4,499,238 | $37.13 | $45.76 | +$22.4M |
A AVUS | AMERICAN CENTURY INVESTMENTS U S EQT ETF | 7.02% | $89.9M | 827,091 | $60.03 | $108.70 | +$6.1M |
D DGRW | Wisdomtree US Divid Etf | 5.71% | $73.2M | 822,644 | $54.84 | $88.96 | +$5.8M |
Q QGRW | WISDOMTREE US QUALITY GROWTH ETF | 5.22% | $66.8M | 1,164,711 | $40.90 | $57.36 | +$2.0M |
J JQUA | JP MORGAN ETF TRUST US QUALTY FCTR ETF | 4.44% | $56.8M | 903,152 | $39.89 | $62.91 | +$4.6M |