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| Revisor Wealth Management LLC
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| |
|---|---|
| CRD # | 169814 |
| SEC # | 801-120505 |
| CIK # | 0001887409 |
| AUM | $1.7 BB (2024-07-08) |
| Employees | 9 (78% Investors, 22% Brokers) |
| Phone | 330-864-9516 |
| Address | 2650 W Market St Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.7 | |
| SPEM | 3.9 | ||
| CINF | 18,864.2 | 3.7 | |
| MSFT | 1,918,222.4 | 1.7 | |
| AMZN | 1,092,997.8 | 1.5 | |
| NVDA | 399,550.0 | 1.4 | |
| JMIA | 648.2 | 1.2 | |
| META | 434,852.0 | 1.2 | |
| GE | 72,511.8 | 1.2 | |
| WMT | 335,434.5 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,160 | 600.0 |
| (b) Individuals (high net worth individuals) | 327 | 1,054.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 13 | 45.2 |
| (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 | 8 | 22.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,259 | 1,722.2 |
| By Discretionary | ||
| Discretionary | 6,259 | 1,722.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,259 | 1,722.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,722.2 | |
| Total | 6,259 | 1,722.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001887409] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Citizens Investor Services Inc
✚
|
NC | 1.7 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 1.7 |
|
Advisory Services & Investments LLC
✚
|
OR | 1.7 |
|
Advocacy Wealth Management LLC
✚
|
GA | 1.7 |
|
Maple Capital Management Inc
✚
|
VT | 1.7 |
|
Creativeone Securities LLC
✚
|
KS | 1.7 |
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.7 |
|
United Asset Strategies Inc
✚
|
NY | 1.7 |
|
Catalytic Wealth RIA LLC
✚
|
MA | 1.7 |
|
Grant TANI Barash & Altman LLC
✚
|
CA | 1.7 |