Revel Wealth Management

Overview

Revel Wealth Management is an independent, individual-owned registered investment adviser that serves high-net-worth individuals and families. Its advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. According to the snapshot data, Revel became SEC-registered in 2026 and identifies itself as not acting as a capital allocator or pension consultant. ESG investing is not listed as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives