# Revolut Wealth Inc.

> 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.

- CRD: 322894
- Filed as: REVOLUT WEALTH INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322894
- AdvisorCensus page: https://advisorcensus.com/firm/revolut-wealth-inc-new-york-ny-322894

## Quick answers

**How is Revolut Wealth Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Revolut Wealth Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Revolut Wealth Inc. located?**
Revolut Wealth Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Revolut Wealth Inc. registered with the SEC or a state?**
Revolut Wealth Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 322894.

**How much does Revolut Wealth Inc. manage?**
Revolut Wealth Inc. reports $5,522,366 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Revolut Wealth Inc.'s assets and staff changed since 2023?**
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.

**What types of clients does Revolut Wealth Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,441).

**Which custodians does Revolut Wealth Inc. use?**
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.

**Does Revolut Wealth Inc. 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/322894

**Does Revolut Wealth Inc. state an account minimum?**
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."

**What changed in Revolut Wealth Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $100 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $100 to open an advisory account. At our discretion, we may waive this minimum account opening size.

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

### Custodians (Schedule D, Section 5.K(3))
- Drivewealth, 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: $5,522,366
- Discretionary: $5,522,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,441 | $5,522,366 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- revolut.com/en-US
- revolut.com/en-US/automated-investing
- revolut.com/en-US/stock-trading

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 8 | October 2, 2023 |
| October 2024 | $496,673 | 7 | July 29, 2024 |
| October 2025 | $1,696,213 | 6 | July 1, 2025 |
| October 2026 | $5,522,366 | 5 | February 24, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revolut Wealth Inc. (CRD 322894): Form ADV filing data as of October 2026.