Insights

Growing Investment Portfolio RVW Wealth demonstrates active investment management with recent stakes in diverse assets such as pharmaceutical, consumer goods, and technology companies, indicating a focus on wealth growth and diversification. This presents an opportunity to upsell advanced portfolio management tools or supplementary investment services.

Expanding Team Capabilities The recent hires of seasoned professionals like Peter Duan and Jeff Niedermeyer highlight growth and talent acquisition in client management, suggesting a potential need for enhanced CRM solutions or customer engagement platforms to support onboarding and client service excellence.

Strategic Market Positioning As a mid-sized firm with annual revenues between $25M and $50M, RVW Wealth is positioned to compete with larger financial institutions, presenting an opportunity to introduce targeted marketing tools or partnership strategies to further expand their client base.

Leverage Technology Stack With a focus on digital presence reflected by tools like WordPress and JSON-LD, RVW Wealth may benefit from advanced digital marketing, analytics, and lead generation solutions to enhance online engagement and attract high-net-worth clients.

Holistic Financial Advisory RVW Wealth’s integrated approach and emphasis on fiduciary duty offer prospects for selling specialized financial planning software, compliance tools, or research analytics services that align with their commitment to transparent and evidence-based investment advice.

RVW Wealth Tech Stack

RVW Wealth uses 8 technology products and services including Google Ads Conversion Tracking, WordPress, Font Awesome, and more. Explore RVW Wealth's tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • imagesLoaded
    Javascript Libraries
  • Skrollr
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • MapPress
    Widgets

Media & News

RVW Wealth's Email Address Formats

RVW Wealth uses at least 2 format(s):
RVW Wealth Email FormatsExamplePercentage
First.Last@rvwwealth.comJohn.Doe@rvwwealth.com
50%
First.Last@rvwwealth.comJohn.Doe@rvwwealth.com
50%

Frequently Asked Questions

Where is RVW Wealth's headquarters located?

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RVW Wealth's main headquarters is located at 1880 Century Park E, Los Angeles, California 90067, US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is RVW Wealth's phone number?

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You can contact RVW Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RVW Wealth's official website and social media links?

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RVW Wealth's official website is rvwwealth.com and has social profiles on LinkedIn.

What is RVW Wealth's NAICS code?

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RVW Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does RVW Wealth have currently?

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As of October 2025, RVW Wealth has approximately 18 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Senior Vice President: S. W.Investment Portfolio Manager: J. P.Alternative Investment Manager: J. W.. Explore RVW Wealth's employee directory with LeadIQ.

What industry does RVW Wealth belong to?

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RVW Wealth operates in the Financial Services industry.

What technology does RVW Wealth use?

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RVW Wealth's tech stack includes Google Ads Conversion TrackingWordPressFont AwesomeJSON-LDimagesLoadedSkrollrMicrosoft WordMapPress.

What is RVW Wealth's email format?

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RVW Wealth's email format typically follows the pattern of First.Last@rvwwealth.com. Find more RVW Wealth email formats with LeadIQ.

When was RVW Wealth founded?

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RVW Wealth was founded in 1986.

RVW Wealth

Financial ServicesUnited States11-50 Employees

At RVW Wealth, we are committed to delivering exceptional investment management and financial advisory services with integrity, objectivity, and deep expertise. Founded in 2006 as an outgrowth of the highly regarded CPA firm Gerber & Co. (established in 1986), RVW Wealth blends decades of experience in accounting, tax, and financial planning to provide holistic, client-centered solutions.

Our multidisciplinary team includes CPAs, tax professionals, personal financial planners, and economists — all united by a singular mission: to empower our clients with clear, research-driven investment guidance. We serve as true fiduciaries, offering transparent, low-cost, and evidence-based strategies tailored to your goals and risk preferences.

In a world full of noise and complexity, today’s investors are seeking trusted advice that is simple, disciplined, and aligned with their best interests. At RVW Wealth, we don’t chase trends — we rely on rigorous quantitative analysis and time-tested investment principles to help you pursue long-term success with confidence.

Our ultimate goal? To free you from financial worry so you can focus on living a purposeful and fulfilling life.

Disclosures
Registration of an investment advisor does not imply any level of skill or training.
This page is for informational purposes only. Advisory services are offered only where RVW Wealth LLC and its representatives are properly licensed or exempt from registration. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.
As a registered investment advisor, we are prohibited from posting or displaying testimonials or endorsements related to our services. For this reason, we have disabled LinkedIn recommendations and endorsements. Links to third-party content are provided for convenience and do not constitute an endorsement or guarantee of accuracy by RVW Wealth LLC.

Section iconCompany Overview

Headquarters
1880 Century Park E, Los Angeles, California 90067, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    RVW Wealth's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    RVW Wealth's revenue is estimated to be in the range of $25M$50M

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