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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Revolve Wealth Partners LLC
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|---|---|
| CRD # | 286643 |
| SEC # | 801-110397 |
| CIK # | 0001808992 |
| AUM | $1.2 B (2025-06-23) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 201-373-2163 |
| Address | 411 Hackensack Avenue Hackensack, NJ 07601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.0 | ||
| Microsoft Corp | 13.6 | ||
| Nvidia Corp | 11.9 | ||
| Amgen Inc | 7.4 | ||
| Facebook Inc | 5.9 | ||
| Amazon Com Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 139.7 |
| (b) Individuals (high net worth individuals) | 225 | 1,006.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 34.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,914 | 1,180.0 |
| By Discretionary | ||
| Discretionary | 2,914 | 1,180.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,914 | 1,180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,180.0 | |
| Total | 2,914 | 1,180.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001808992] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Woodstock Corporation
✚
|
MA | 1.2 |
|
The Pinnacle Financial Group
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NY | 1.2 |
|
Intellus Advisors LLC
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FL | 1.2 |
|
Greene Wealth Management LLC
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WA | 1.2 |
|
Riverfront Investment Group LLC
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|
VA | 1.2 |
|
Strategic Investment Advisors LLC
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MI | 1.2 |
|
Capital Investment Counsel LLC
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|
CO | 1.2 |
|
Total Wealth Planning LLC
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|
OH | 1.2 |
|
LVM Capital Management Ltd
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|
MI | 1.2 |
|
Anderson Financial Partners Inc
✚
|
FL | 1.2 |