Revisionist Wealth Advisors, LLC
Revisionist Wealth Advisors, LLC (CRD# 299706) is a financial advisory firm headquartered in Downingtown, PA. They manage $7,757,282 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Revisionist Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$310,291
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, PA
Financial Advisors at Revisionist Wealth Advisors, LLC
1
Bryan McCloskey (CRD# 5656194) is an Investment Advisor Representative working at Revisionist Wealth Advisors, LLC in Downingtown, PA and has over 15 years of experience in the finance industry.
2
Suthee Suvansri (CRD# 7244822) is an Investment Advisor Representative working at Revisionist Wealth Advisors, LLC in Stamford, CT and has over 4 years of experience in the finance industry.
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