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| Revisor Wealth Management LLC
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| CRD # | 169814 |
| SEC # | 801-120505 |
| CIK # | 0001887409 |
| AUM | 2,529.5 M (2026-05-14) |
| Employees | 11 (64% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-248-3355 |
| Address | 2650 W Market St Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 – Types of Clients Revisor offers investment advisory services to individuals, families, and other financial professionals. The relative percentage of each type of Client is available on Revisor’s Form ADV Part 1. These percentages will change over time. Revisor generally requires a minimum account size of $250,000 to effectively implement its investment process. The Advisor may reduce this minimum at its sole discretion. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.3 | ||
| Microsoft Corp | 8.8 | ||
| Global MOFY Metaverse Ltd | 8.8 | ||
| Amazon Com Inc | 5.9 | ||
| McDonalds Corp | 5.5 | ||
| Nvidia Corp | 5.1 | ||
| Salesforce Com Inc | 4.8 | ||
| Tesla Motors Inc | 4.4 | ||
| Cincinnati Financial Corp | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,533 | 0.7 |
| (b) Individuals (high net worth individuals) | 537 | 1.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 27 | 0.1 |
| (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 | 33 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,480 | 2.5 |
| By Discretionary | ||
| Discretionary | 7,480 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,480 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 7,480 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001887409] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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