RVW Wealth LLC

Jeffry Niedermeyer is a financial advisor at RVW Wealth LLC in Los Angeles, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bridge Advisory, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and City National Rochdale. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and corporate and municipal bonds for fixed income, and conducts ongoing portfolio supervision through a team-based model.

Jesse Picunko is a CFA® charterholder with eight years of industry experience. He has worked at RVW Wealth LLC since 2019 and previously held roles at Merrill Lynch and Bank of America. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and fixed income, and maintains active portfolio supervision through a team of investment professionals.

Kelly Sueoka is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses with seven years of industry experience. She has worked with RVW Investing, LLC since 2022 and was self-employed from 2009 to 2022. Kelly also has a long-term affiliation with Pacific Financial Research (MA) dating back to 2001. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a fundamental research approach focusing on ETFs, mutual funds, and bonds, with active portfolio supervision by a team of investment professionals.

Yehoshua Wyne is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with three years of industry experience. He has worked at RVW Wealth since 2022 and previously spent time at TJP in 2021. RVW Wealth provides discretionary investment management to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a fundamental research approach, focusing on ETF and mutual fund allocations for equities and corporate and municipal bonds for fixed income, with active portfolio supervision by a team of investment professionals.

Loren Gesas is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with RVW Investing since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental research approach, focusing on ETFs and mutual funds for equities and bonds, and maintains active portfolio supervision through a team-based review process.

Donovan Schafer is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at RVW Wealth LLC in Los Angeles, having held positions at Northland Securities, Colliers Securities LLC, and ROTH Capital Partners. RVW Wealth provides discretionary investment management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a fundamental research approach focused on ETFs, mutual funds, and bonds, and is formally affiliated with an accounting and tax preparation firm.

Jonathan Gerber is a Series 65-licensed financial advisor with 21 years of industry experience. He is currently with RVW Wealth LLC, where he has worked since 2006, and also operates Gerber & Co. Gerber serves on the boards of two nonprofit organizations: the Zeitz Foundation and BNEI AKIVA of Los Angeles. RVW Wealth LLC provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active portfolio supervision conducted by a team of investment professionals.

Simon Liu is a financial advisor at RVW Wealth LLC in Los Angeles, CA, holding a Series 65 designation with 18 years of industry experience. His prior work includes roles at Harold Davidson & Associates, HCR Wealth Advisors, and Pacific Financial Strategies, Inc. He has been with RVW Wealth since 2018 as part of an eight-advisor team. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focusing on ETFs, mutual funds, and bonds, and complements portfolio management with educational seminars and a subscription newsletter.

Selwyn Gerber is a financial advisor at RVW Wealth LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with RVW Investing LLC since 2006. In addition to his advisory role, Gerber serves as president of Gerber & Co., Inc., a certified public accounting and tax preparation firm he has managed since 1985. RVW Wealth provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fundamental research approach focused on ETFs, mutual funds, and bonds, with active supervision and regular client reviews, and maintains a formal affiliation with an accounting and tax firm.

Caiying Wu is a financial advisor at RVW Wealth LLC with 13 years of industry experience. She holds a Series 65 designation and has been employed full time as an accountant at Allan Rosenthal Associates AC since 2010. RVW Wealth provides discretionary investment management to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a fundamental research approach focused on ETFs, mutual funds, and bonds, with active portfolio supervision by a team of investment professionals.