Revisor Wealth Management LLC

RIASEC RegisteredEst. 2021

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$338K

Accounts

7,480

Employees

Advisory reps

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 registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is organized as an LLC and became SEC‑registered in 2021. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers — indicating a mix of in‑house portfolio work and manager‑of‑managers activity. Revisor also operates as a registered representative of a broker‑dealer and offers insurance brokerage and accounting services, which expands the product and distribution options available to clients. The firm charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees.