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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2006
- Office Locations
- 2
Office Locations
About RVW Wealth LLC
RVW Wealth LLC is a fee-based, fiduciary RIA providing asset management and holistic financial planning (including tax and estate/legacy planning). The team uses evidence-based portfolio design rooted in academic research and Nobel Prize-winning economics, implemented across diversified public funds/ETFs and fixed income as appropriate. A differentiator for partners: every advisor is a CPA, CFA, or CFP professional.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SELWYN GERBER
Financial Planner, Managing Member, President
- CRD
- #2471226
- Ownership
- 50% but less than 75%
JONATHAN LOUIS GERBER
Chief Compliance Officer, Managing Member, President, VICE PRESIDENT
- CRD
- #4853115
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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LOREN MATHEW GESAS
Vice President
- CRD
- #2290709
SIMON CHUNG-YEE LIU
Investment Advisor Representative
- CRD
- #4437958
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,853,271,325 | $665,448 |
| Non-Discretionary | $83,304,182 | $1,514,621 |
| Total | $1,936,575,507 | $681,893 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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