# Revision Wealth Management LLC

> Revision Wealth Management LLC is a state-registered investment advisory firm in Gainesville, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 328408
- Filed as: REVISION WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328408
- AdvisorCensus page: https://advisorcensus.com/firm/revision-wealth-management-llc-gainesville-fl-328408

## Quick answers

**How is Revision Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Revision Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Revision Wealth Management LLC located?**
Revision Wealth Management LLC's principal office is in Gainesville, FL, according to its Form ADV.

**Is Revision Wealth Management LLC registered with the SEC or a state?**
Revision Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328408.

**How much does Revision Wealth Management LLC manage?**
Revision Wealth Management LLC reports $13,000,000 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**What types of clients does Revision Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118).

**Does Revision 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328408

**What changed in Revision Wealth Management LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,000,000
- Discretionary: $13,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $13,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- revisionwm.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revision Wealth Management LLC (CRD 328408): Form ADV filing data as of October 2026.