REVEL WEALTH MANAGEMENT
Firm details
- Headquarters
- TEANECK, New Jersey
- CRD number
- 340306
- Registered since
- March 2, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.2%
- Individuals2.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Revel Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families through financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible, combining asset‑based fees with hourly and fixed‑fee engagements. Revel is not positioned as a capital allocator or pension consultant, does not report active ESG investing as a stated focus, and is not currently registered as a multistate adviser. The firm’s SEC registration is listed as 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds30%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Justin Hod
Chief Investment OfficerCRD 7142712
Jordan Hod
Chief Executive OfficerCRD 8233646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TEANECK, NJ
BERGEN
Location
TEANECK, NJ
Headquartered in TEANECK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 62 W Lawn Dr
- Time zone
- ET (UTC-5)
- Office locations
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