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REVOLVE WEALTH PARTNERS, LLC

411 Hackensack Avenue
Suite 1005
Hackensack, New Jersey 07601
Tel: 201-373-2163

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About REVOLVE WEALTH PARTNERS, LLC

REVOLVE WEALTH PARTNERS, LLC, formally registered with the SEC as REVOLVE WEALTH PARTNERS, LLC. The firm was established in 04/14/2017. They have over 3 offices throughout the country.

REVOLVE WEALTH PARTNERS, LLC is a Hackensack, New Jersey based Financial Planning firm with nearly $1,039,771,891 assets under management, offering retirement planning & investment advisory services to 3876 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#286643
SEC#801-110397
Assets Managed by Firm$1,039,771,891
No. of Clients3876
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3876$1,039,771,891
Individuals (other than high net worth individuals)367$161,893,326
High net worth individuals233$849,180,855
Pension and profit sharing plans24$28,697,710

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