Revolve Wealth Partners, LLC
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
FINTRXOverview
Revolve Wealth Partners, LLC is an independent RIA organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator for both high-net-worth individuals/families and institutional clients. Its owner type is individual and it combines investment advisory services with insurance brokerage activity. Advisory offerings center on comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities14%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$840M in ETFs
74%
$619M
24%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $138M | 369,780 | 16.47% |
Location
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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