Revel Wealth Management

Overview

Revel Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and focuses its business on serving individual and family clients. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Its billing approach is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements. Revel does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices