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Caiying Christina Wu

Rvw Wealth LLC

Los Angeles, CA

CRD 6083168

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Employer firm

Rvw Wealth LLC CRD 140451

$1.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Rvw Wealth Llc

1880 Century Park East Ste. 200, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-10
  • CA RA
    APPROVED
    Since 2025-11-10

Branch Locations

1880 Century Park East Ste. 200, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allan Rosenthal Associates Ac Calabasas CA 03/2010 Present
  • 03/2010 → Present
    Allan Rosenthal Associates Ac
    Calabasas, CA
Other Businesses

EMPLOYED FULL TIME AS AN ACCOUNTANT AT ALLAN ROSENTHAL ASSOCIATES AC. THE FIRM IS LOCATED AT 4166 PARK GRANADA, STE. 101, CALABASAS, CA 91302.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-07
  • S65 Uniform Investment Adviser Law Examination
    2010-12-07
Other Names
  • Caijing Christina Wu

View on SEC IAPD

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