REVALUE LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 165499
- Registered since
- April 15, 2025
- Website
- www.revalueinvesting.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI53.18%
- Charitable Organizations26.97%
- Individuals19.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Revalue LLC is an independent, SEC-registered investment adviser formed as an LLC and positioned as a capital allocator for individuals and families. The firm provides comprehensive financial planning and portfolio management for individuals, small businesses and institutional/business clients. Service lines include selection of third‑party advisers and educational seminars or workshops. Its fee model is flexible and includes percentage‑of‑AUM, hourly, subscription and fixed-fee arrangements. Revalue identifies as an active ESG investor and integrates environmental, social or governance considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Cash & Cash Equivalents24%
- Public Funds/Mutual Funds16%
- US Government Bonds9%
Owners & executives
3 of 4MICHELLE HOEXUM
CEOCRD 5421343
ERIC DAVIS
Co-Founder and Chief Investment OfficerCRD 5677052
CLARA BALLIET
Chief Operations OfficerCRD 6311202
Contacts
2 of 2Jane Bunch
Associate, Financial AdvisorCRD 7719098
Rebecca Blumenshine
Financial EducatorCRD 7897807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 2 Fulton St W
- Time zone
- ET (UTC-5)
- Office locations
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