Simon Chung-yee Liu
Investment adviser representative at Rvw Wealth LLC
10 yearsExperience
5 statesRegistered in
$1.9BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rvw Wealth LLCApr 2018 to now
- Harold Davidson & AssociatesAug 2017 to Mar 2018
- Hcr Wealth AdvisorsAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, IL, TX, WA).
Rvw Wealth LLC
$1.9BAssets managed
1,378Clients
8Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4437958
- Firm CRD
- 140451