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REVISE
REVISE WEALTH LLC
CRD 335629
220 N GREEN STREET, STE. 310, CHICAGO, IL, 60607, United States
Phone
855-256-4477
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD