R&V PERSONAL FINANCE, LLC

R&V PERSONAL FINANCE, LLC is an SEC-registered investment adviser (CRD 301513). Regulatory assets under management: $8.8M.

Registration

• CRD: 301513
• Type: Registered investment adviser
• Phone: (707) 469-3580
• Latest filing: 2026-03-05
• Regulatory AUM: $8.8M
• Discretionary AUM: $8.8M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search