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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

RVW WEALTH LLC

CRD 140451

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14be3a9c-47c1-a1f4-3dbc-867553de3eda

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 6
On other graphs: 0
Observed: Apr 2, 2012 to Aug 18, 2026
65 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $242Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,840
Individual clients: 745
High net worth clients: 284
SEC number: 801-66674
CRD: 140451
Filings on the tape: 65
First filed: Apr 2, 2012
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LOREN MATHEW GESAS	n/a	LOS ANGELES, CA	11	28	n/a	no
SIMON CHUNG-YEE LIU	n/a	LOS ANGELES, CA	8	19	5	no
KELLY MITSUO SUEOKA	n/a	LOS ANGELES, CA	3	25	1	no
Jeffry V. Niedermeyer	n/a	LOS ANGELES, CA	1	18	3	no
Jesse Daniel Picunko	Chartered Financial Analyst	Memphis, TN \| LOS ANGELES, CA	1	12	1	no
JONATHAN LOUIS GERBER	n/a	LOS ANGELES, CA	1	22	1	no
SELWYN GERBER	n/a	LOS ANGELES, CA	0	41	1	no
Yehoshua Boruch Wyne	n/a	LOS ANGELES, CA	0	17	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GERBER, JONATHAN, LOUIS	MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	C	yes	04/2006	Aug 18, 2026	Aug 18, 2026
GERBER, SELWYN	MANAGING MEMBER AND PRESIDENT	D	yes	04/2006	Aug 18, 2026	Aug 18, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GERBER & CO.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no
NEW YORK	NY	United States	1	no
Memphis	Tn	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$1.6B	$1.6B	12	9	1	n/a	n/a
2024	Apr 24, 2025	$1.3B	$1.3B	13	13	1	n/a	n/a
2023	Mar 27, 2024	$1.1B	$1.1B	12	10	3	n/a	n/a
2022	Mar 23, 2023	$956M	$928M	12	10	3	n/a	n/a
2021	Mar 18, 2022	$961M	$936M	11	9	3	n/a	n/a
2020	Mar 11, 2021	$830M	$804M	11	9	3	n/a	n/a
2019	Mar 27, 2020	$606M	$593M	9	7	3	n/a	n/a
2018	Mar 26, 2019	$545M	$545M	10	8	1	n/a	n/a
2017	Mar 29, 2018	$483M	$483M	9	7	1	n/a	n/a
2016	Feb 13, 2017	$390M	$390M	5	3	n/a	n/a	n/a
2015	Feb 12, 2016	$315M	$315M	5	3	n/a	n/a	n/a
2014	Mar 3, 2015	$282M	$282M	5	3	n/a	n/a	n/a
2013	Mar 25, 2014	$262M	$262M	5	3	n/a	n/a	n/a
2012	Apr 1, 2013	$219M	$219M	5	3	n/a	n/a	n/a
2011	Apr 2, 2012	$155M	$155M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.3B	47.5%	$956M	26.5%	19	13	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
L & S ADVISORS, INC	2	May 15, 2023	Mar 21, 2023	LOS ANGELES, CA	Team lift out	RIA to RIA	33.3%

Relationships

Registered with (14)

← Yehoshua Boruch WyneAdvisorregistration: previous registration
Apr 22, 2022 to Dec 31, 2025factForm ADV
← SELWYN GERBERAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← JONATHAN LOUIS GERBERAdvisorregistration: current employment
Aug 25, 2025 to presentfactForm ADV
← Jesse Daniel PicunkoAdvisorregistration: current employment
Aug 4, 2025 to presentfactForm ADV
← Jeffry V. NiedermeyerAdvisorregistration: current employment
Nov 15, 2024 to presentfactForm ADV
← KELLY MITSUO SUEOKAAdvisorregistration: current employment
Oct 11, 2022 to presentfactForm ADV
← SIMON CHUNG-YEE LIUAdvisorregistration: current employment
Apr 25, 2018 to presentfactForm ADV
← LOREN MATHEW GESASAdvisorregistration: current employment
Apr 14, 2015 to presentfactForm ADV
← Erik StevensAdvisorregistration: previous registration
Jun 19, 2023 to Oct 16, 2023factForm ADV
← OFER BEN-MENAHEMAdvisorregistration: previous registration
Dec 9, 2020 to May 15, 2023factForm ADV
← STEPHEN Seong SEOAdvisorregistration: previous registration
Oct 21, 2015 to May 15, 2023factForm ADV
← Michael Min-Kai ChenAdvisorregistration: previous registration
May 22, 2020 to Aug 30, 2022factForm ADV
← ZACHARIA WAXLERAdvisorregistration: previous registration
Sep 11, 2018 to Oct 3, 2019factForm ADV
← MARK GOLDFINGERAdvisorregistration: previous registration
Aug 6, 2013 to Jan 4, 2016factForm ADV

Controls (2)

← GERBER, SELWYNOwnerMANAGING MEMBER AND PRESIDENT, ownership code D, individual
Apr 2, 2012 to Dec 16, 2024factForm ADV
← GERBER, JONATHAN, LOUISOwnerMANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 2, 2012 to Dec 16, 2024factForm ADV

Moved with (1)

→ L & S ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
May 15, 2023 to Mar 21, 2023factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
Erik Stevens left Rvw Wealth Llc for Raymond James Financial Services Advisors, Inc (registered 2024-06-21)
Form ADVobserved 5 days ago
Occurred
May 15, 2023
Team lift-out
2 advisors left Rvw Wealth LLC (Los Angeles, CA) for L & S Advisors, Inc on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
May 15, 2023
Advisor changed firm
Ofer Ben-Menahem left Rvw Wealth Llc for L & S Advisors, Inc (registered 2023-03-21)
Form ADVobserved 5 days ago
Occurred
May 15, 2023
Advisor changed firm
Stephen Seong Seo left Rvw Wealth Llc for L & S Advisors, Inc (registered 2023-02-16)
Form ADVobserved 5 days ago
Occurred
Aug 30, 2022
Advisor changed firm
Michael Min-Kai Chen left Rvw Wealth Llc for First Foundation Advisors (registered 2024-04-18)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2021
Regulatory AUM changed
Rvw Wealth Llc reported RAUM $830.2M, up 37% from $606.1M (2020-12-15 to 2021-03-11)
Form ADVobserved 5 days ago
$224M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14be3a9c-47c1-a1f4-3dbc-867553de3eda
First observed: Apr 2, 2012
Last observed: Aug 18, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RVW WEALTH LLC

CRD 140451

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14be3a9c-47c1-a1f4-3dbc-867553de3eda

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LOREN MATHEW GESAS

n/a

LOS ANGELES, CA

n/a

SIMON CHUNG-YEE LIU

n/a

LOS ANGELES, CA

KELLY MITSUO SUEOKA

n/a

LOS ANGELES, CA

Jeffry V. Niedermeyer

n/a

LOS ANGELES, CA

Jesse Daniel Picunko

Chartered Financial Analyst

Memphis, TN | LOS ANGELES, CA

JONATHAN LOUIS GERBER

n/a

LOS ANGELES, CA

SELWYN GERBER

n/a

LOS ANGELES, CA

Yehoshua Boruch Wyne

n/a

LOS ANGELES, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GERBER, JONATHAN, LOUIS

MANAGING MEMBER, VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

04/2006

Aug 18, 2026

GERBER, SELWYN

MANAGING MEMBER AND PRESIDENT

yes

04/2006

Aug 18, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GERBER & CO.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

NEW YORK

United States

Memphis

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$1.6B

n/a

2024

Apr 24, 2025

$1.3B

n/a

2023

Mar 27, 2024

$1.1B

n/a

2022

Mar 23, 2023

$956M

$928M

n/a

2021

Mar 18, 2022

$961M

$936M

n/a

2020

Mar 11, 2021

$830M

$804M

n/a

2019

Mar 27, 2020

$606M

$593M

n/a

2018

Mar 26, 2019

$545M

n/a

2017

Mar 29, 2018

$483M

n/a

2016

Feb 13, 2017

$390M

n/a

2015

Feb 12, 2016

$315M

n/a

2014

Mar 3, 2015

$282M

n/a

2013

Mar 25, 2014

$262M

n/a

2012

Apr 1, 2013

$219M

n/a

2011

Apr 2, 2012

$155M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.3B

47.5%

$956M

26.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

L & S ADVISORS, INC

May 15, 2023

Mar 21, 2023

LOS ANGELES, CA

Team lift out

RIA to RIA

33.3%