Revisor Wealth Management LLC

Revisor Wealth Management LLC (CRD# 169814) is a financial advisory firm headquartered in Akron, OH. They manage $1,722,228,919 in 6,259 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2650 W. Market St., 2nd Floor, Akron, OH 44333
https://twitter.com/revisorwealth
By the Numbers
  • Total Assets Under Management
    1,722
    MILLION
  • Total Number of Accounts
    6,259
    ACCOUNTS
  • Average Account Value
    $275,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OH, TX

Financial Advisors at Revisor Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ethan Dunbar, financial advisor Akron OH
Ethan N. Dunbar
CRD#: 6650876
2650 W. Market St., 2nd Floor, Akron, OH 44333

Ethan Dunbar (CRD# 6650876) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has over 7 years of experience in the finance industry.

2
Nicholas Cargill, financial advisor Akron OH
Nicholas G. Cargill
CRD#: 7603994
2650 W. Market St., 2nd Floor, Akron, OH 44333

Nicholas Cargill (CRD# 7603994) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.

3
Adam Clark, financial advisor Akron OH
Adam D. Clark
CRD#: 7726818
2650 W. Market St., 2nd Floor, Akron, OH 44333

Adam Clark (CRD# 7726818) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.

4
Jacob Dunbar, financial advisor Akron OH
Jacob Dunbar
CRD#: 7374933
2650 W. Market St., 2nd Floor, Akron, OH 44333

Jacob Dunbar (CRD# 7374933) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has over 2 years of experience in the finance industry.

5
Wesley O'neil, financial advisor Akron OH
Wesley O'neil
CRD#: 7576925
2650 W. Market St., 2nd Floor, Akron, OH 44333

Wesley O'neil (CRD# 7576925) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.

6
Kyle Patterson, financial advisor Akron OH
Kyle D. Patterson
CRD#: 6099035
2650 W. Market St., 2nd Floor, Akron, OH 44333

Kyle Patterson (CRD# 6099035) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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