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| Keyboard |
| REVO Financial LLC
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|---|---|
| CRD # | 172646 |
| SEC # | 801-132034 |
| CIK # | 0001565660 |
| AUM | 135.4 M (2026-06-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 918-336-7877 |
| Address | 117 W 5th Street Bartlesville, OK 74003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 29.8 |
| (b) Individuals (high net worth individuals) | 34 | 105.6 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 135.4 |
| By Discretionary | ||
| Discretionary | 282 | 120.3 |
| Non-Discretionary | 17 | 15.2 |
| Total | 299 | 135.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.4 | |
| Total | 299 | 135.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001565660] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
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