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REVOLVE WEALTH PARTNERS, LLC
REVOLVE WEALTH PARTNERS, LLC
HACKENSACK, New Jersey
·
3 registered advisors
·
CRD# 286643
SEC# 801-110397
2
201-373-2163
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at REVOLVE WEALTH PARTNERS, LLC
3 registered advisors
Daniel Lawrence Katz
HACKENSACK, New Jersey
CRD# 4830089
Logan M Trenz
HACKENSACK, New Jersey
CRD# 5636898
Michael Scott Israel
HACKENSACK, New Jersey
CRD# 4616863
05
Office Locations
HACKENSACK, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. REVOLVE WEALTH PARTNERS, LLC (CRD# 286643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.