|
⚲
|
| Keyboard |
| Revisor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 169814 |
| SEC # | 801-120505 |
| CIK # | 0001887409 |
| AUM | 2.5 B (2026-05-14) |
| Employees | 11 (64% Investors, 9% Brokers) |
| Phone | 440-248-3355 |
| Address | 2650 W Market St Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001887409 |
| Sector | Form 13F Holdings | Value ($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 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Facebook Inc | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| Philip Morris International Inc | 2.7 | ||
| Sherwin Williams Co | 2.7 | ||
| iShares Silver Trust | 2.5 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Glassman Wealth Services LLC
✚
|
VA | 2.6 B |
|
Mas Advisors LLC
✚
|
FL | 2.6 B |
|
Cookson Peirce & Co Inc
✚
|
PA | 2.6 B |
|
Creativeone Securities LLC
✚
|
KS | 2.5 B |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.5 B |
|
CKW Financial Group LLC
✚
|
HI | 2.5 B |
|
Private Wealth Asset Management LLC
✚
|
NE | 2.5 B |
|
Saratoga Research & Investment Management
✚
|
CA | 2.5 B |
|
RKL Wealth Management LLC
✚
|
PA | 2.5 B |
|
Main Street Financial Solutions LLC
✚
|
PA | 2.5 B |