REVOLUTION WEALTH, LLC

Overview

Revolution Wealth, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its pricing structure is a mix of percentage-of-AUM and fixed fees. Investment activity is centered on pooled public funds and mutual funds as core building blocks for client portfolios, with a clear tilt toward discretionary management. The firm is not positioned as a capital allocator; instead it combines internally managed strategies and third‑party products to build client solutions. Revolution Wealth is not an active ESG investor and does not present itself as a multi-state adviser. Manager allocation interest includes third‑party real estate managers for alternative exposure, while the firm supplements core holdings with insurance solutions such as annuities for income and risk-transfer planning.

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Location & Offices