Revolve Wealth Partners, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$580K
Accounts
2,450
Employees
20
Advisory reps
14

Firm details

Headquarters
Hackensack, New Jersey
CRD number
286643
Registered since
April 14, 2017
Website
revolvewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87%
  • Individuals10.31%
  • Pension & Profit Sharing Plans2.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Revolve Wealth Partners, LLC is an independent registered investment adviser that has operated since 2017 and is organized as an LLC with individual ownership. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also performs manager selection for outside advisers. Billing is primarily fee-based (percentage of AUM) with some fixed-fee arrangements. Revolve is identified as a capital allocator and also operates as an insurance broker. The firm does not position itself as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 14%, State & Local Bonds 8%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities14%
  • State & Local Bonds8%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

2 of 2
  • Isaac Claar

    Isaac Claar

    Relationship CoordinatorCRD 7404202

  • Logan Trenz

    Logan Trenz

    COO & CCOCRD 5636898

Contacts

3 of 12
  • Daniel Kimeldorf

    Daniel Kimeldorf

    Senior Wealth AdvisorCRD 7320603

  • Megan Grusczynski

    Megan Grusczynski

    Financial Planning SpecialistCRD 7055173

  • Vincent Velicov

    Vincent Velicov

    Associate Wealth ManagerCRD 6653690

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 126

Active vs passive

$884M in ETFs

Passive

75%

$664M

Active

23%

$220M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$134M361,84215.15%
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Location

Primary office

Hackensack, NJ

Bergen

Location

Hackensack, NJ

Headquartered in Hackensack, NJ, 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
Bergen
Address
411 Hackensack Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth