REVEL WEALTH MANAGEMENT

RIASEC RegisteredEst. 2026
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$2.5M
Accounts
102
Employees
2
Advisory reps
2

Firm details

Headquarters
TEANECK, New Jersey
CRD number
340306
Registered since
March 2, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.2%
  • Individuals2.8%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Revel Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families through financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible, combining asset‑based fees with hourly and fixed‑fee engagements. Revel is not positioned as a capital allocator or pension consultant, does not report active ESG investing as a stated focus, and is not currently registered as a multistate adviser. The firm’s SEC registration is listed as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 30%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds30%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Justin Hod

    Chief Investment OfficerCRD 7142712

  • Jordan Hod

    Chief Executive OfficerCRD 8233646

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TEANECK, NJ

BERGEN

Location

TEANECK, NJ

Headquartered in TEANECK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
62 W Lawn Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth