Revel Wealth Management

Overview

Revel Wealth Management is an independent, owner-operated registered investment adviser focused on serving individuals and families. The firm provides comprehensive financial planning and portfolio management for individual clients and small businesses. Its billing model includes assets-under-management fees alongside hourly and fixed-fee engagements, which indicates a mix of ongoing advisory relationships and project-based planning work. The adviser is registered with the SEC in 2026 and is not structured as a multi-state or affiliated adviser network. Revel does not describe itself as an active ESG investor and is not positioned as a capital allocator; alternative exposure appears limited and managed through third-party vehicles rather than in-house fund sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices