# Revolve Wealth Partners, LLC

> Revolve Wealth Partners, LLC is an SEC-registered investment advisory firm in Hackensack, NJ, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 286643
- Filed as: REVOLVE WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hackensack, NJ
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286643
- AdvisorCensus page: https://advisorcensus.com/firm/revolve-wealth-partners-llc-hackensack-nj-286643

## Quick answers

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

**How much does Revolve Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $500 to $20,000 (financial planning and consulting services under a…); Flat fee: $200 to $4,500 (use of Vanilla for Estate Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Revolve Wealth Partners, LLC located?**
Revolve Wealth Partners, LLC's principal office is in Hackensack, NJ, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Revolve Wealth Partners, LLC registered with the SEC or a state?**
Revolve Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286643.

**How much does Revolve Wealth Partners, LLC manage?**
Revolve Wealth Partners, LLC reports $1,421,854,687 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Revolve Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Revolve Wealth Partners, LLC: Regulatory assets under management: $631,395,689 in the October 2021 data and $1,421,854,687 in the October 2026 data, up 125%. Total employees: 14 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Revolve Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (386); high net worth individuals (288); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does Revolve Wealth Partners, LLC use?**
Revolve Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Revolve Wealth Partners, 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/286643

**What changed in Revolve Wealth Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 14 to 13.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Flat fee: $500 to $20,000 (financial planning and consulting services under a…)

> Revolve Wealth Partners generally charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but generally range from $500 to $20,000

- Flat fee: $200 to $4,500 (use of Vanilla for Estate Planning)

> The cost for the use of Vanilla will range from $200 to $4,500 on a fixed fee basis.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,421,854,687
- Discretionary: $1,421,854,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 386 | $146,600,185 |
| High net worth individuals | 288 | $1,237,065,337 |
| 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) | 24 | $38,189,165 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| 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: 2017 (9 years)
- Employees: 19 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY
- Short Hills, NJ

### Websites listed on Form ADV (Item 1.I)
- revolvewealth.com
- Facebook @REVOLVEWEALTH
- Instagram @revolvewealth
- LinkedIn @REVOLVEWEALTHPARTNERS
- X @RevolveWealth
- YouTube @UC4H1Caa1iRgU2p4sSPpEA4g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $631,395,689 | 14 | September 7, 2021 |
| October 2022 | $640,335,096 | 17 | September 28, 2022 |
| October 2023 | $657,302,462 | 18 | August 16, 2023 |
| October 2024 | $1,039,771,891 | 18 | September 4, 2024 |
| October 2025 | $1,180,023,798 | 18 | June 23, 2025 |
| October 2026 | $1,421,854,687 | 19 | August 18, 2026 |

Regulatory assets under management: $631,395,689 in the October 2021 data and $1,421,854,687 in the October 2026 data, up 125%.
Total employees: 14 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 14 to 13.

### July 2026
- Employees performing advisory functions went from 13 to 14.

### April 2026
- Employees performing advisory functions went from 14 to 13.
- Regulatory assets under management went from $1,180,023,798 to $1,421,854,687 (+20%).

### February 2026
- Employees performing advisory functions went from 13 to 14.
- Added an office in Short Hills, NJ.
- No longer lists an office in Livingston, NJ.

### January 2026
- Registered or notice-filed in IL.

### December 2025
- Employees performing advisory functions went from 12 to 13.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revolve Wealth Partners, LLC (CRD 286643): Form ADV filing data as of October 2026.