Revolve Wealth Partners, LLC

Revolve Wealth Partners, LLC (CRD# 286643) is a financial advisory firm headquartered in Hackensack, NJ. They manage $657,302,462 in 2,731 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    2,731
    ACCOUNTS
  • Average Account Value
    $240,682
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, CO, CT, FL, MA, MD, NC, NH, NJ, NY, PA, TX, WA

Financial Advisors at Revolve Wealth Partners, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Michael S. Israel
CRD#: 4616863
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Michael Israel (CRD# 4616863) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 21 years of experience in the finance industry. Michael Israel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua M. Joffe
CRD#: 5495040
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Joshua Joffe (CRD# 5495040) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 15 years of experience in the finance industry. Joshua Joffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel L. Katz
CRD#: 4830089
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Daniel Katz (CRD# 4830089) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 19 years of experience in the finance industry. Daniel Katz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John E. Tevnan
CRD#: 6589690
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

John Tevnan (CRD# 6589690) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 7 years of experience in the finance industry.

5
Logan M. Trenz
CRD#: 5636898
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Logan Trenz (CRD# 5636898) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 13 years of experience in the finance industry.

6
Jack R. Baron
CRD#: 7645938
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Jack Baron (CRD# 7645938) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry.

7
Robert Biesiada
CRD#: 7814067
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Robert Biesiada (CRD# 7814067) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry. Robert Biesiada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Amy L. Brackett
CRD#: 4214852
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Amy Brackett (CRD# 4214852) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry.

9
Isaac K. Claar
CRD#: 7404202
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Isaac Claar (CRD# 7404202) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry.

10
Steve E. Garrett
CRD#: 7770722
411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601

Steve Garrett (CRD# 7770722) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry.

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