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DS

Donovan D. Schafer

RVW WEALTH LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 7074658
DS

Professional summary

Donovan Due Schafer, who also goes by Donovan Schafer, is a registered financial advisor currently at RVW WEALTH LLC located in Los Angeles, California.

Donovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Donovan has worked at 4 firms and has passed the Series 63, Series 7TO, Series 86, Series 87 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donovan Schafer

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) - RIA

Click below to view Donovan Due Schafer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 20, 2025 - Present

RVW WEALTH LLC

Office #1: 1880 Century Park East Ste. 200, Los Angeles, CA 90067
RIA
CRD#: 140451
Los Angeles, CA
Past

April 27, 2022 - October 17, 2024

NORTHLAND SECURITIES, INC.

BD
CRD#: 40258
MINNEAPOLIS, MN
Past

October 25, 2021 - April 21, 2022

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

June 12, 2020 - October 19, 2021

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

February 25, 2019 - May 15, 2020

RVW WEALTH LLC

RIA
CRD#: 140451
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".
RW
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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/24/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 86
Date: 6/12/2020
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 5/30/2020
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
SIE
Date: 1/13/2020
Securities Industry Essentials Examination

Current Firm

RW
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
11

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,408
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.

Company Information

RVW WEALTH LLC

CRD#: 140451Los Angeles, CA 90067

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