Revere Wealth Management LLC
Revere Wealth Management LLC is an SEC-registered mass-market adviser in New York, NY with $78.3M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Revere Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170560, SEC 801-110372, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $78.3M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 7
- Clients
- 101
- CRD
- 170560
- Ownership
- REVERE INVESTMENT HOLDINGS LLC; KINDER, JOHN, DENNIS; MORENO, WILLIAM, FRANCIS; SLAVINSKY, CHARLES, JOSEPH; MCGRATH, HARVEY, ANDREW
How much AUM does Revere Wealth Management LLC have?
Revere Wealth Management LLC reported $78.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Revere Wealth Management LLC?
Disclosed owners and executives of Revere Wealth Management LLC include REVERE INVESTMENT HOLDINGS LLC, KINDER, JOHN, DENNIS, MORENO, WILLIAM, FRANCIS, SLAVINSKY, CHARLES, JOSEPH, MCGRATH, HARVEY, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.