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| Revalue LLC
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|---|---|
| CRD # | 165499 |
| SEC # | 801-132390 |
| CIK # | |
| AUM | 128.5 M (2026-05-06) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 888-642-2728 |
| Address | 2 Fulton St W Grand Rapids, MI 49503 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 25.5 |
| (b) Individuals (high net worth individuals) | 152 | 68.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 34.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 128.5 |
| By Discretionary | ||
| Discretionary | 501 | 128.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 501 | 128.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.5 | |
| Total | 501 | 128.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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ISF Global Capital Inc
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Foster Point Capital LLC
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|
Second Half Financial Partners LLC
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FL | 128.0 M |
|
Longview Wealth Management LLC
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|
127.5 M | |
|
Hatcher Capital Investments Inc
✚
|
AR | 127.5 M |