REVITATE FUND ADVISOR LLC

450 Newport Center Drive, Suite 650
Newport Beach, California 92660
Tel: 949-522-5604

About REVITATE FUND ADVISOR LLC

REVITATE FUND ADVISOR LLC, formally registered with the SEC as REVITATE FUND ADVISOR LLC. The firm was established in 11/15/2023. They have over 1 offices throughout the country.

REVITATE FUND ADVISOR LLC is a Newport Beach, California based Financial Planning firm with nearly $205,864,423 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326939
SEC#	801-129077
Assets Managed by Firm	$205,864,423
No. of Clients	10
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based
Other (ACQUISITION, DISPOSITION AND ASSET MANAGEMENT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$205,864,423
Corporations or other businesses	4	$30,279,823

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