REVISIONIST WEALTH ADVISORS, LLC

Overview

Revisionist Wealth Advisors, LLC is an independent registered investment adviser operating as a Limited Liability Company and run by an individual owner. The firm focuses on serving individuals and families, and positions itself as a capital allocator that builds portfolios through third‑party managers and pooled vehicles rather than a heavy emphasis on direct equity trading. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. The firm also operates as an insurance broker and uses a blended fee model—percentage of AUM, hourly charges, and fixed fees—allowing flexibility for different client relationships. Firms with this profile typically deliver high-touch, counsel-driven relationships where the adviser recommends investment managers and funds while clients retain a meaningful degree of control. Revisionist Wealth Advisors is not an active ESG investor according to its filing, and it does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices