Rvw Wealth Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 1,378
- Avg AUM / client
- $1.4M
- Accounts
- 2,840
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 745 | $467M | 24.1% |
| High net worth individuals | 284 | $1.3B | 66.5% |
| Pension and profit sharing plans | 36 | $56.6M | 2.92% |
| Charitable organizations | 17 | $72.4M | 3.74% |
| Corporations and other businesses | 17 | $17.7M | 0.92% |
| Other | 279 | $35.5M | 1.84% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Louis Gerber | Managing Member, Vice President & Chief Compliance Officer | Apr 2006 (20y) | 25% – 50% | |
| Selwyn Gerber | Managing Member And President | Apr 2006 (20y) | 50% – 75% | |
| Loren Mathew Gesas | Registered representative | Apr 2015 (11y) | ||
| Simon Chung Yee Liu | Registered representative | Apr 2018 (8y) | ||
| Kelly Mitsuo Sueoka | Registered representative | Oct 2022 (4y) | ||
| Jeffry V. Niedermeyer | Registered representative | Nov 2024 (2y) | ||
| Donovan Due Schafer | Registered representative | CFA | Mar 2025 (1y) | |
| Jesse Daniel Picunko | Registered representative | CFA | Aug 2025 (1y) | |
| Caiying Christina Wu | Registered representative | Nov 2025 (1y) | ||
| Yehoshua Boruch Wyne | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (80% of AUM) Jul 2026
- Fidelity Brokerage Services $75.0M (4% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗