|
⚲
|
| Revel Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 340306 |
| SEC # | 801-135462 |
| CIK # | |
| AUM | $258.9 M (2026-06-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 316-518-3615 |
| Address | 62 West Lawn Drive Teaneck, NJ 07666 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 7.3 |
| (b) Individuals (high net worth individuals) | 4 | 251.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 258.9 |
| By Discretionary | ||
| Discretionary | 102 | 258.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 102 | 258.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.9 | |
| Total | 102 | 258.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clark Wealth Partners LLC
✚
|
IL | 0.3 |
|
Finley Financial LLC
✚
|
NV | 0.3 |
|
Private Wealth Consulting LLC
✚
|
0.3 | |
|
Financial Institution Services LLC
✚
|
0.3 | |
|
Equity Wealth Partners LLC
✚
|
MO | 0.3 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.3 |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 0.3 |
|
Kamichu Wealth Management LLC
✚
|
0.3 | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.3 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.3 |