Revere Wealth Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 170560
- Registered since
- April 21, 2017
- Website
- www.reveresecurities.com
- Custodians
- STONEX FINANCIAL INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.9%
- HNWI49.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Revere Wealth Management LLC is an SEC-registered limited liability company that began registrations in 2017. It serves individual and family clients on a percentage-of-AUM fee model and combines advisory work (financial planning and portfolio management for individuals, small businesses, and institutions) with broker-dealer and other financial product sales activities. Revere does not list an active ESG investment policy, does not identify as a capital allocator or pension consultant, and is not described as a related adviser.
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 Equities84%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
2 of 2
Scott Fullman
Chief Compliance OfficerCRD 1516584
William Moreno
Co-Founder & CEOCRD 2801621
Contacts
3 of 6
Kyle Kadish
Director, Private MarketsCRD 4864706
Fitzgerald Miller
Senior Vice President, Financial AdvisorCRD 1922560
Dajun Xu
Investment Banking AssociateCRD 7841966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 560 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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