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| Revolve Wealth Partners LLC
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| CRD # | 286643 |
| SEC # | 801-110397 |
| CIK # | 0001808992 |
| AUM | 1,421.9 M (2026-06-04) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 201-373-2163 |
| Address | 411 Hackensack Avenue Hackensack, NJ 07601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/10/2026) [Brochure] |
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Item 5. Fees and Compensation
Revolve Wealth Partners offers services on a fee basis, which includes fixed fees, as well as fees based
upon assets under management. Additionally, certain of the Firm’s Supervised Persons and the Firm’s
Managing Partners, in their individual capacities, offer insurance products and receive commissions on
these products under a separate commission-based arrangement.
Financial Planning and Consulting Fees
Revolve Wealth Partners generally charges a fixed fee for providing financial planning and consulting
services under a stand-alone engagement. These fees are negotiable, but generally range from $500 to
$20,000, depending upon the scope and complexity of the services and the professional rendering the
financial planning and/or the consulting services. If the client engages the Firm for additional investment
advisory services, Revolve Wealth Partners may offset all or a portion of its fees for those services based
upon the amount paid for the financial planning and/or consulting services.
The terms and conditions of the financial planning and/or consulting engagement are set forth in the
Advisory Agreement and Revolve Wealth Partners generally requires one-half of the fee (estimated hourly
or fixed) payable upon execution of the Advisory Agreement. The outstanding balance is generally due
upon delivery of the financial plan or completion of the agreed upon services. The Firm does not, however,
take receipt of $1,200 or more in prepaid fees in excess of six months in advance of services rendered.
Vanilla for Estate Planning
The cost for the use of Vanilla will range from $200 to $4,500 on a fixed fee basis. The exact fee will
depend on the anticipated time associated with assisting the client in navigating the Vanilla process. This
fixed fee will be payable by the client upon receipt of an invoice or can be debited directly from a Client
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Disclosure Brochure Revolve Wealth Partners, LLC
account under Revolve Wealth Partners’ management. The fee will be due and payable based upon Revolve
Wealth Partners’ assistance and not based upon the ultimate completion of estate planning documents. This
means that a client could have a fee payable to Revolve Wealth Partners prior to documents being
completed.
Investment Management and Wealth Management Fees
Revolve Wealth Partners offers investment management and wealth management services for an annual fee
based on the amount of assets under the Firm’s management. This management fee varies depending upon
the size and composition of the client’s portfolio as well as the type and amount of services provided. The
fees fall within the following schedule:
PORTFOLIO VALUE BASE FEE
Up to $1,999,999 1.25%
$2,000,000 - $9,999,999 1.00%
$10,000,000 and above 0.90%
The Firm can impose a minimum fee as described in Item 7, below. With respect to all assets other than
private placement investments and employer retirement plans held at certain custodians, the annual fee is
prorated and charged quarterly, in advance, based upon the market value of the assets being managed by
Revolve Wealth Partners on the last day of the previous billing period. With respect to employer retirement
plans held at certain custodians, the management fee will be deducted monthly or quarterly in advance or
arrears, depending on each custodian. For fees charged in arrears, no adjustment policy is necessary. Fees
charged in advance will be subject to the adjustment policy below.
With respect to private placement investments, the annual fee is prorated and charged quarterly, in advance,
either based on the value of the assets (as determined by the issuer) being managed by the Firm on the last
day of the previous billing period or at cost. With respect to private placement investments, Revolve Wealth
Partners will also charge an annual administrative and due diligence fee of 0.25% of the assets being
managed by the Firm, which is charged quarterly in advance, either based on the value of the assets (as
determined by the issuer) being managed by the Firm on the last day of the previous billing period or at
cost.
The 0.25% due diligence fee is in consideration of initial and ongoing due diligence which may include
partnering with third party professionals including outside counsel, independent real estate consultants or
market specialists to further evaluate the terms and merits of private placement opportunities as well as
relevant partnership agreements and other accompanying documentation. This includes but is not limited
to an examination of specific markets and sub-markets, asset classes, industry data, pro-forma assumptions,
relevant comps and assumptions for costs.
The Firm may charge a lesser fee of up to 50 basis points (0.50%) for assets not being managed by Revolve
Wealth Partners, but where the Firm provides consulting services, including one-off or periodic advice,
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Disclosure Brochure Revolve Wealth Partners, LLC
reporting and other administrative services.
If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/10/2026) [Brochure] |
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Item 7. Types of Clients
Revolve Wealth Partners offers services to individuals, pension and profit sharing plans, trusts, estates,
charitable organizations, corporations and business entities.
Minimum Account Requirements
As a condition for starting and maintaining an investment management relationship, Revolve Wealth
Partners can impose a minimum quarterly fee. The minimum fee charge is dependent on the specific
relationship with the client, including the scope of work involved as well as the individual(s) providing the
services. The minimum will be agreed upon by the client. Any minimum fee will cause clients with smaller
portfolios to incur an effective fee rate that is higher than the Firm’s stated fee.
In addition, certain Independent Managers may, however, impose more restrictive account requirements
and billing practices from the Firm. In these instances, Revolve Wealth Partners may alter its corresponding
account requirements and/or billing practices to accommodate those of the Independent Managers. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.7 | ||
| Nvidia Corp | 15.9 | ||
| Microsoft Corp | 10.3 | ||
| Alphabet Inc | 6.7 | ||
| Amazon Com Inc | 6.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 146.6 |
| (b) Individuals (high net worth individuals) | 288 | 1,237.1 |
| (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 | 24 | 38.2 |
| (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 | 2,450 | 1,421.9 |
| By Discretionary | ||
| Discretionary | 2,450 | 1,421.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,450 | 1,421.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,421.9 | |
| Total | 2,450 | 1,421.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001808992] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Anderson Hoagland & Co
✚
|
MO | 1,427.3 M |
|
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✚
|
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|
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|
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|
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|
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|
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|
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|
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|
CT | 1,418.6 M |
|
AA Financial Advisors LLC
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|
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|
V-Square Quantitative Management LLC
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|
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