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| I'm in the process of updating the data!! apologies for any slow speeds! |
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001887409 | |
| / | |
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Apple Inc | 15.7 | ||
| Global MOFY Metaverse Ltd | 3.9 | ||
| Cincinnati Financial Corp | 3.7 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| Jumia Technologies AG | 1.2 | ||
| Facebook Inc | 1.2 | ||
| General Electric Co | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| Procter & Gamble Co | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0001887409] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Citizens Investor Services Inc
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NC | 1.7 |
|
Pinnacle Wealth Planning Services Inc
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|
OH | 1.7 |
|
Advisory Services & Investments LLC
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|
OR | 1.7 |
|
Advocacy Wealth Management LLC
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|
GA | 1.7 |
|
Maple Capital Management Inc
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|
VT | 1.7 |
|
Creativeone Securities LLC
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|
KS | 1.7 |
|
Relyea Zuckerberg Hanson LLC
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|
CT | 1.7 |
|
United Asset Strategies Inc
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|
NY | 1.7 |
|
Catalytic Wealth RIA LLC
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|
MA | 1.7 |
|
Grant TANI Barash & Altman LLC
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|
CA | 1.7 |