R
$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2019
- Office Locations
- 1
Office Locations
-- Decorah IA
About R&v Personal Finance, LLC
R&V Personal Finance, LLC is a founder-led independent RIA providing collaborative, life-stage financial planning for young professionals through retirees and families. The firm pairs planning with ongoing investment management and portfolio construction, typically using public funds such as mutual funds and ETFs, with ESG/socially responsible options. Custody is primarily with Charles Schwab.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$303.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
E
Elizabeth Amee Joy Ratashak-Vogel
Chief Compliance Officer, Owner
- CRD
- #7092050
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,806,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,806,587 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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