REVERE WEALTH MANAGEMENT LLC

Overview

Revere Wealth Management LLC is an SEC-registered advisory firm organized as an LLC and operating since 2017. It serves primarily individual and family clients, charging fees as a percentage of assets under management. The firm provides comprehensive financial planning and portfolio management services, addressing needs for individuals, small businesses and institutional clients. In addition to advisory work, Revere participates in broker-dealer and other financial product distribution activities. Investment behavior at Revere shows a clear tilt toward publicly traded equities as the primary building block of client portfolios. Its stated investment activity emphasizes liquid equity exposures and model-driven portfolio management. The firm is not an active ESG investor, and it does not position itself as a pension consultant or related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices