REVTEK ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MESA, Arizona
CRD number
332452
Registered since
September 2, 2024

Firm profile

FINTRX

Overview

Revtek Advisors, LLC is an LLC that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm was registered with the SEC in 2024 and does not report a retail or institutional advisory client base under a typical advisory AUM model. Its public disclosures and activity indicate the business is centered on creating and managing a small number of private pooled structures rather than providing traditional wrap- or discretionary advisory services to individual account holders. Investment activity is concentrated in vehicles classified as "Other," which suggests the firm uses bespoke fund structures and special-purpose vehicles rather than standard hedge, private equity or real estate fund formats. Revtek is not flagged as an active ESG investor and does not position itself as a multi-state advisory platform or pension consultant; its role is that of sponsor/GP for limited partners in closed or semi-closed private vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • ANDREW BROMELAND

    Chief Financial OfficerCRD 7886061

Contacts

2 of 2
  • Scott Peters

    Founding PartnerCRD 7974298

  • STEPHANIE KLEIN

    Founding PartnerCRD 4974258

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MESA, AZ

MARICOPA

Location

MESA, AZ

Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4215 E McDowell Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth