Arianne B. Neumark

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CRD#: 6303028

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arianne Berina Neumark, CFP®, who also goes by Arianne Neumark, was a registered financial professional .

Arianne is a previously registered financial professional and started their career in finance in 2014. Arianne had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Arianne Neumark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

March 11, 2024 - December 16, 2024

RVW WEALTH LLC

RIA

CRD#: 140451

LOS ANGELES, CA

Past

January 12, 2018 - November 7, 2019

SILVER OAK WEALTH ADVISORS SERVICES, LLC

RIA

CRD#: 291645

LOS ANGELES, CA

Past

August 1, 2016 - March 1, 2018

SILVER OAK WEALTH ADVISORS

RIA

CRD#: 133904

LOS ANGELES, CA

Past

September 2, 2014 - November 4, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RVW WEALTH LLC

JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA

Registered Investment Advisory firm - (7/21/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/4/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/2/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RVW WEALTH LLC

JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA

Registered Investment Advisory firm - (7/21/2006 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(310) 945-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (8/8/2025)

Regulatory assets under management

Total Number of Accounts	2,408
AUM (Assets Under Management)	$ 1,312,705,819

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Arianne B. Neumark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SILVER OAK WEALTH ADVISORS SERVICES, LLC

SILVER OAK WEALTH ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

RVW WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2016

Series 63

Date: 9/8/2014

SIE

Date: 11/4/2014

Series 7

Date: 10/14/2014

Series 6

Date: 9/2/2014

Current Firm

RVW WEALTH LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RVW WEALTH LLC

TRUST BUT VERIFY

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