Revland Wealth Advisors

Revland Wealth Advisors (CRD# 297104) is a financial advisory firm headquartered in , . They manage $2,524,106 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $180,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Revland Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jason Revland, financial advisor Ambler PA
Jason P. Revland
CRD#: 2759618
Ambler, PA

Jason Revland (CRD# 2759618) is an Investment Advisor Representative working at Revland Wealth Advisors in Ambler, PA and has over 18 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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