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| Happy Holidays!! thanks for using AUM13F!! |
| Revisor Wealth Management LLC
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| CRD # | 169814 |
| SEC # | 801-120505 |
| CIK # | 0001887409 |
| AUM | $2.1 B (2025-05-07) |
| Employees | 9 (78% Investors, 11% Brokers) |
| Phone | 330-864-9516 |
| Address | 2650 W Market St Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001887409 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| Microsoft Corp | 9.8 | ||
| Global MOFY Metaverse Ltd | 6.8 | ||
| Salesforce Com Inc | 6.7 | ||
| McDonalds Corp | 5.3 | ||
| Cincinnati Financial Corp | 4.1 | ||
| Nvidia Corp | 4.0 | ||
| Sherwin Williams Co | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Royal Caribbean Cruises Ltd | 2.5 | ||
| Facebook Inc | 2.5 | ||
| Tesla Motors Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Alphabet Inc | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,620 | 0.6 |
| (b) Individuals (high net worth individuals) | 444 | 1.4 |
| (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 | 17 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,573 | 2.1 |
| By Discretionary | ||
| Discretionary | 6,573 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,573 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6,573 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001887409] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Titleist Asset Management LLC
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TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
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|
TX | 2.1 |
|
Strive Asset Management LLC
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|
TX | 2.1 |
|
Joel R Mogy Investment Counsel Inc
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|
CA | 2.1 |
|
UX Wealth Partners LLC
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|
CO | 2.1 |
|
IC Advisory Services Inc
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|
NJ | 2.1 |
|
Summit Financial Strategies Inc
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|
OH | 2.1 |
|
Wilkinson Global Asset Management LLC
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|
NY | 2.1 |
|
Guardian Wealth Advisors LLC
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NC | 2.1 |
|
Foundry Partners LLC
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OH | 2.0 |