# Revere Wealth Management LLC

> Revere Wealth Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 170560
- Filed as: REVERE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170560
- AdvisorCensus page: https://advisorcensus.com/firm/revere-wealth-management-llc-new-york-ny-170560

## Quick answers

**How is Revere Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Revere Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Revere Wealth Management LLC located?**
Revere Wealth Management LLC's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Revere Wealth Management LLC registered with the SEC or a state?**
Revere Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 170560.

**How much does Revere Wealth Management LLC manage?**
Revere Wealth Management LLC reports $78,291,808 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Revere Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Revere Wealth Management LLC: Regulatory assets under management: $95,268,651 in the October 2021 data and $78,291,808 in the October 2026 data, down 18%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Revere Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (4).

**Which custodians does Revere Wealth Management LLC use?**
Revere Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Revere Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170560

**What changed in Revere Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $78,291,808
- Discretionary: $78,291,808
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $39,850,530 |
| High net worth individuals | 4 | $38,441,278 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, MI, NH, NJ, NY, OH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boca Raton, FL
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- reveresecurities.com
- Facebook @reveresecurities
- LinkedIn @reveresecurities

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $95,268,651 | 6 | August 24, 2021 |
| October 2022 | $175,252,041 | 10 | March 31, 2022 |
| October 2023 | $129,077,872 | 10 | March 29, 2023 |
| October 2024 | $76,783,492 | 6 | April 2, 2024 |
| October 2025 | $76,783,492 | 6 | April 2, 2025 |
| October 2026 | $78,291,808 | 7 | August 20, 2026 |

Regulatory assets under management: $95,268,651 in the October 2021 data and $78,291,808 in the October 2026 data, down 18%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.

### March 2026
- Registered or notice-filed in NH, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revere Wealth Management LLC (CRD 170560): Form ADV filing data as of October 2026.