REVISION WEALTH MANAGEMENT LLC

Overview

Revision Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor, and it does not present itself as a multi-state adviser or pension consultant in the available extract. Industry affiliation information lists an association with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices