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REVISOR WEALTH MANAGEMENT LLC
AKRON, OH
(440) 248-3355
SEC #801-120505Total AUM
$2.5B
Employees
11Clients
3,132Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2650 W. MARKET ST.
2ND FLOOR
AKRON
OH 44333
United States
2ND FLOOR
AKRON
OH 44333
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
(440) 248-3355
Other Offices
2
Financials
Total AUM
$2.5B
Accounts
7,480Discretionary
$2.5B
Accounts
7,480Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,533AUM
$659.6M
HNW Individual Clients
537AUM
$1.7B
Pension/Profit Sharing Plan Clients
2AUM
$4.9M
Charitable Organization Clients
27AUM
$81M
Corporation or Business Clients
33AUM
$47.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLOHTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.