REVISOR WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$338K
Accounts
7,480
Employees
11
Advisory reps
9

Firm details

Headquarters
FAIRLAWN, Ohio
CRD number
169814
Registered since
March 12, 2021
Website
www.lrjwealth.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI68.66%
  • Individuals26.07%
  • Charitable Organizations3.2%
  • Corporations / Businesses1.87%
  • Pension & Profit Sharing Plans0.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Revisor Wealth Management LLC is an independent, SEC-registered RIA that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individual, small business and institutional mandates, and it also oversees selection of sub‑advisers. Its business mix includes roles outside pure advisory work: the firm’s principals act as a registered representative of a broker‑dealer, hold insurance broker licenses, and provide accounting services. Fee arrangements include asset‑based fees, fixed fees and performance‑linked fees. Revisor does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 24%, Investment Grade Corp Bonds 5%, US Government Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities24%
  • Investment Grade Corp Bonds5%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2

  • Ethan Dunbar

    Chief Investment OfficerCRD 6650876

  • LANDON JONES

    Founder and CEOCRD 4582204

Contacts

3 of 7

  • BERNARD MCKINNEY

    Investment Adviser RepresentativeCRD 4607189

  • Noah Meyers

    ParaplannerCRD 8164005

  • Adam Clark

    Portfolio AnalystCRD 7726818

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 134

Active vs passive

$187M in ETFs

Passive

92%

$172M

Active

6%

$15.2M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US AGGREGATE BOND ETF (SCHZ)SchwabPassiveIntermediate Core Bond$18.5M797,2269.88%
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Location

Primary office

FAIRLAWN, OH

SUMMIT

Location

FAIRLAWN, OH

Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
SUMMIT
Address
2650 W Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth