Revision Wealth Management LLC

Overview

Revision Wealth Management LLC is an independent, individual-owned registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers on behalf of clients. It positions itself as a capital allocator and bills clients through a mix of assets-under-management fees plus hourly and fixed-fee engagements. Revision does not report active ESG investing and is not registered as a multi-state adviser or pension consultant. The firm lists an affiliation with an insurance company as an industry relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices