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Home > Retirement Planners > new jersey > hackensack > REVOLVE WEALTH PARTNERS, LLC
REVOLVE WEALTH PARTNERS, LLC
411 Hackensack Avenue
Suite 1005
Hackensack, New Jersey 07601
Tel: 201-373-2163
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 Status | Approved |
|---|---|
| Firm CRD# | 286643 |
| SEC# | 801-110397 |
| Assets Managed by Firm | $1,039,771,891 |
| No. of Clients | 3876 |
| No. of Advisors | 18 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 3876 | $1,039,771,891 |
| Individuals (other than high net worth individuals) | 367 | $161,893,326 |
| High net worth individuals | 233 | $849,180,855 |
| Pension and profit sharing plans | 24 | $28,697,710 |
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