Unclaimed Profile

Jonathan Louis Gerber

RVW WEALTH LLC·LOS ANGELES, California

Series 65Clean record21 years registeredRVW WEALTH LLC

1880 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 4853115Firm CRD# 140451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Louis Gerber · LOS ANGELES, CA

Registration

CRD #4853115 · RVW WEALTH LLC · 21 years registered

Brand Profile

Not yet started

Career History

RVW WEALTH LLC

Jul 2006 – present

PRIMEGLOBAL, LLC

Sep 2004 – Nov 2006

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 21, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RVW WEALTH LLC

CRD 140451 · SEC 801-66674

AUM

$1.1B

Regulatory assets under management

Employees

2,179 client accounts

Services offered by RVW WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RVW WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Louis Gerber offer?

Jonathan Louis Gerber specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Jonathan Louis Gerber's credentials?

Jonathan Louis Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Louis Gerber located?

Jonathan Louis Gerber is based in LOS ANGELES, California, working with RVW WEALTH LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jonathan Louis Gerber charge for services?

Jonathan Louis Gerber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RVW WEALTH LLC?

RVW WEALTH LLC has approximately 12 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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