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| Keyboard |
| Revere Wealth Management LLC
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|---|---|
| CRD # | 170560 |
| SEC # | 801-110372 |
| CIK # | |
| AUM | 78.3 M (2026-03-31) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 212-688-2350 |
| Address | 560 Lexington Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 39.9 |
| (b) Individuals (high net worth individuals) | 4 | 38.4 |
| (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 | 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 | 101 | 78.3 |
| By Discretionary | ||
| Discretionary | 101 | 78.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 101 | 78.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 78.3 | |
| Total | 101 | 78.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 101 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aristotle Credit Partners LLC
✚
|
CA | 81.1 M |
|
Nottingham Wealth Partners Inc
✚
|
NY | 80.5 M |
|
Constellation Asset Management Inc
✚
|
NY | 79.3 M |
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 78.9 M |
|
St Columbanus AG
✚
|
78.6 M | |
|
JM Bruderman & Company LLC
✚
|
NY | 78.5 M |
|
Connective Wealth Partners LLC
✚
|
NY | 77.6 M |
|
Highland Consulting Associates International Inc
✚
|
OH | 76.6 M |
|
Investment Research Corp
✚
|
CO | 76.3 M |
|
Weigel Fiduciary Asset Management
✚
|
76.1 M |