Revisor Wealth Management LLC

RIASEC Registered

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$338K

Accounts

7,480

Employees

Advisory reps

Firm details

Headquarters: Fairlawn, Ohio
CRD number: 169814
Registered since: March 12, 2021
Website: www.lrjwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI68.66%
Individuals26.07%
Charitable Organizations3.2%
Corporations / Businesses1.87%
Pension & Profit Sharing Plans0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Revisor Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm works with both individual/family and institutional clients and self-identifies as a capital allocator, which signals active deployment of client capital across multiple manager relationships and vehicle types. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Revisor also conducts business activities as a registered representative of a broker‑dealer, an insurance broker, and an accountant. The firm employs a mixed fee model — percentage of AUM complemented by fixed fees and performance-based arrangements — which supports flexible engagement structures. Revisor does not present itself as an active ESG investor.