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 registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual/family clients and institutional or business accounts, charging either a percentage of assets under management or fixed fees. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses as well as for institutions, and the selection of third‑party advisers. Revolve also operates as an insurance broker and describes itself as a capital allocator that places client capital with external managers. The firm does not identify 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
2 of 2
Logan Trenz
COO & CCOCRD 5636898
Isaac Claar
Relationship CoordinatorCRD 7404202
Contacts
3 of 12
Daniel Katz
Managing PartnerCRD 4830089
Michael Israel
Managing PartnerCRD 4616863
Richard Rowehl
Director of Business ServicesCRD 2074897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$884M in ETFs
75%
$664M
23%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $134M | 361,842 | 15.15% |
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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