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REVERE WEALTH MANAGEMENT LLC
CRD 170560 · SEC 801-110372
560 LEXINGTON AVENUE, 16TH FLOOR, SUITE B, NEW YORK, NY, 10022, United States
Phone
212-688-2350
Fax
212-688-2454
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$78.3M
Discretionary AUM
$78.3M
Team
7 total employees; 7 advisory reps; 101 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $39.9M |
| High net worth individuals | 4 | $38.4M |
States served
VT, MA, MI, NJ, NY, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD