{
  "crd_number": 322894,
  "slug": "revolut-wealth-inc-new-york-ny-322894",
  "primary_business_name": "REVOLUT WEALTH INC.",
  "legal_name": "REVOLUT WEALTH INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-02-13",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 5522366.0,
  "raum_discretionary": 5522366.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5522366.0,
      "count": 8441
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://revolut.com/en-US",
    "https://revolut.com/en-US/automated-investing",
    "https://revolut.com/en-US/stock-trading"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322894",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/revolut-wealth-inc-new-york-ny-322894",
  "display_name": "Revolut Wealth Inc.",
  "summary": "Revolut Wealth Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Revolut Wealth Inc. (CRD 322894): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Revolut Wealth Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Revolut Wealth Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Revolut Wealth Inc. located?",
      "a": "Revolut Wealth Inc.'s principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Revolut Wealth Inc. registered with the SEC or a state?",
      "a": "Revolut Wealth Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322894."
    },
    {
      "q": "How much does Revolut Wealth Inc. manage?",
      "a": "Revolut Wealth Inc. reports $5,522,366 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Revolut Wealth Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Revolut Wealth Inc.: Regulatory assets under management: $0 in the October 2023 data and $5,522,366 in the October 2026 data. Total employees: 8 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Revolut Wealth Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,441)."
    },
    {
      "q": "Which custodians does Revolut Wealth Inc. use?",
      "a": "Revolut Wealth Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Drivewealth, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Revolut Wealth Inc. report any disciplinary disclosures?",
      "a": "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/322894"
    },
    {
      "q": "Does Revolut Wealth Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"In general, we require a minimum of $100 to open an advisory account. At our discretion, we may waive this minimum account opening size.\""
    },
    {
      "q": "What changed in Revolut Wealth Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $1,696,213 to $5,522,366 (+226%). Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 8,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 496673.0,
      "total_employees": 7,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1696213.0,
      "total_employees": 6,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5522366.0,
      "total_employees": 5,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $1,696,213 to $5,522,366 (+226%).",
        "Employees performing advisory functions went from 6 to 5.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $100 to open an advisory account. At our discretion, we may waive this minimum account opening size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In general, we require a minimum of $100 to open an advisory account. At our discretion, we may waive this minimum account opening size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Drivewealth, LLC",
      "name_as_filed": "DRIVEWEALTH, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/revolut-wealth-inc-new-york-ny-322894.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8441,
      "fewer_than_5": false,
      "raum": 5522366.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322894",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}