Revolution Wealth, LLC
Firm details
- Headquarters
- Chantilly, Virginia
- CRD number
- 298810
- Website
- www.revolutionwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals53.36%
- HNWI30.53%
- Pension & Profit Sharing Plans16.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Revolution Wealth, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships. Its advisory offerings center on financial planning and discretionary and non‑discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage‑of‑AUM billing and fixed fees. The firm does not identify itself as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities24%
- Cash & Cash Equivalents8%
Contacts
3 of 3
Josiah Hunter
CCO, Managing MemberCRD 5705609
Bradley Wilks
Investment Adviser RepresentativeCRD 5856403
Andrew Evans
Co-Founder & Director of Financial PlanningCRD 5980324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chantilly, VA
Fairfax
Location
Chantilly, VA
Headquartered in Chantilly, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 5180 Parkstone Dr
- Time zone
- ET (UTC-5)
- Office locations
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