REVOLVE WEALTH PARTNERS, LLC
Firm details
- Headquarters
- HACKENSACK, New Jersey
- CRD number
- 286643
- Registered since
- April 14, 2017
- Website
- revolvewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87%
- Individuals10.31%
- Pension & Profit Sharing Plans2.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Revolve Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning and discretionary portfolio management. Compensation comes primarily from AUM-based fees and fixed-fee arrangements, and the firm also acts as an insurance broker as part of its service set. The firm markets itself as a capital allocator that sources and selects external managers when appropriate. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Revolve Wealth Partners does not identify as an active ESG investor and is structured under single-state registration parameters.
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 Funds69%
- Exchange Traded Equities14%
- State & Local Bonds8%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2Isaac Claar
Relationship CoordinatorCRD 7404202
LOGAN TRENZ
COO & CCOCRD 5636898
Contacts
3 of 12Daniel Kimeldorf
Senior Wealth AdvisorCRD 7320603
Megan Grusczynski
Financial Planning SpecialistCRD 7055173
VINCENT VELICOV
Associate Wealth ManagerCRD 6653690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$770M in ETFs
77%
$589M
22%
$181M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $114M | 355,863 | 14.82% |
Location
HACKENSACK, NJ
BERGEN
Location
HACKENSACK, NJ
Headquartered in HACKENSACK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 411 Hackensack Ave
- Time zone
- ET (UTC-5)
- Office locations
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