A complete list of active advisors currently associated with RVW Wealth LLC

Warmer can help you find a great advisor at RVW Wealth LLC or one who fits your needs even better.

RVW Wealth provides discretionary investment management, financial planning, and related advisory services to individuals (including both non‑high net worth and high net worth clients), as well as trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. The firm manages roughly $1.94 billion in client assets and also offers auxiliary services such as educational seminars, a subscription newsletter, and assistance with 529 college savings plans. The firm follows a fundamental research approach and typically allocates client portfolios between equity exposure implemented primarily through ETFs and mutual funds (rather than individual stock holdings) and fixed‑income securities, including corporate and municipal bonds. RVW provides continuous supervision with at least annual reviews and can manage certain held‑away accounts through a third‑party platform (Pontera) when clients authorize account linking. RVW is affiliated with Gerber & Co., an accounting and tax preparation firm whose principal owners are CPAs and who spend approximately 20% of their time on that business, a referral relationship the brochure identifies as a potential conflict of interest. The firm is also licensed as an insurance agency (dba RVW Insurance Solutions), with some employees appointed as insurance agents who may receive commissions for life insurance or annuity recommendations; RVW additionally discloses proxy‑voting authority and ongoing custodial/referral arrangements with major custodians.

To learn more about the advisors currently working at RVW Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.