# Revisionist Wealth Advisors, LLC

> Revisionist Wealth Advisors, LLC is a state-registered investment advisory firm in Downingtown, PA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 299706
- Filed as: REVISIONIST WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Downingtown, PA
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299706
- AdvisorCensus page: https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706

## Quick answers

**How is Revisionist Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Revisionist Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Revisionist Wealth Advisors, LLC located?**
Revisionist Wealth Advisors, LLC's principal office is in Downingtown, PA, according to its Form ADV.

**Is Revisionist Wealth Advisors, LLC registered with the SEC or a state?**
Revisionist Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299706.

**How much does Revisionist Wealth Advisors, LLC manage?**
Revisionist Wealth Advisors, LLC reports $17,100,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (0% discretionary).

**What types of clients does Revisionist Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (6).

**Does Revisionist Wealth Advisors, 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/299706

## 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: $17,100,000
- Discretionary: $0
- Non-discretionary: $17,100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $4,117,000 |
| High net worth individuals | 6 | $12,983,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- revisionistwealth.com
- revisionistwealthadvisors.com
- Facebook @BrytheRetirementGuy
- LinkedIn @77984083
- YouTube @brytheretirementguy

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revisionist Wealth Advisors, LLC (CRD 299706): Form ADV filing data as of October 2026.