Revision Wealth Management LLC

Overview

Revision Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Revision operates as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Fee arrangements include percentage-of-AUM billing plus options for hourly or fixed-fee engagements. The firm does not identify as an active ESG investor. It is not classified as a multi-state adviser and is not listed as a pension consultant or related adviser. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices