# Revisor Wealth Management LLC

> Revisor Wealth Management LLC is an SEC-registered investment advisory firm in Akron, OH, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 169814
- Filed as: REVISOR WEALTH MANAGEMENT LLC
- Also doing business as: REVISOR, REVISOR PARTNERS, REVISOR SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169814
- AdvisorCensus page: https://advisorcensus.com/firm/revisor-wealth-management-llc-akron-oh-169814

## Quick answers

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

**Where is Revisor Wealth Management LLC located?**
Revisor Wealth Management LLC's principal office is in Akron, OH, according to its Form ADV.

**Is Revisor Wealth Management LLC registered with the SEC or a state?**
Revisor Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 169814.

**How much does Revisor Wealth Management LLC manage?**
Revisor Wealth Management LLC reports $2,529,516,196 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**How have Revisor Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Revisor Wealth Management LLC: Regulatory assets under management: $458,682,912 in the October 2021 data and $2,529,516,196 in the October 2026 data, up 451%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Revisor Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,533); high net worth individuals (537); corporations or other businesses not listed above (33).

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

**Does Revisor 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/169814

**Does Revisor Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Revisor generally requires a minimum account size of $250,000 to effectively implement its investment process. The Advisor may reduce this minimum at its sole discretion."

**What changed in Revisor Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,063,780,313 to $2,529,516,196 (+23%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Revisor generally requires a minimum account size of $250,000 to effectively implement its investment process. The Advisor may reduce this minimum at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC

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: $2,529,516,196
- Discretionary: $2,529,516,196
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,533 | $659,564,356 |
| High net worth individuals | 537 | $1,736,708,356 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,883,465 |
| Charitable organizations | 27 | $81,025,757 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 33 | $47,334,262 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directindex.us
- revisorgroup.com
- revisorpartners.com
- revisorwealth.com
- Facebook @REVISORPARTNERS
- Facebook @REVISORWEALTHSOLUTIONS
- Instagram @revisor_group
- LinkedIn @REVISOR-WEALTH-MANAGEMENT-PARTNERS
- LinkedIn @revisor-group
- LinkedIn @landon-jones-mba-cfp®-clu®-8724a77
- X @REVISORWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $458,682,912 | 6 | March 31, 2021 |
| October 2022 | $782,415,021 | 7 | August 19, 2022 |
| October 2023 | $920,567,754 | 10 | June 23, 2023 |
| October 2024 | $1,722,228,919 | 9 | July 8, 2024 |
| October 2025 | $2,063,780,313 | 9 | May 7, 2025 |
| October 2026 | $2,529,516,196 | 11 | May 14, 2026 |

Regulatory assets under management: $458,682,912 in the October 2021 data and $2,529,516,196 in the October 2026 data, up 451%.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,063,780,313 to $2,529,516,196 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revisor Wealth Management LLC (CRD 169814): Form ADV filing data as of October 2026.