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Building 2REVERE WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-688-2350
NotebookSEC #801-110372
Total AUM
$78.3M
Employees
7
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
560 LEXINGTON AVENUE
16TH FLOOR, SUITE B
NEW YORK
NY 10022
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
212-688-2350
Other Offices
2

ReceiptFinancials

Total AUM
$78.3M
Accounts
101
Discretionary
$78.3M
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$39.9M
HNW Individual Clients
4
AUM
$38.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMINHNJNYOHTXVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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