Revolve Wealth Partners, LLC
Revolve Wealth Partners, LLC (CRD# 286643) is a financial advisory firm headquartered in Hackensack, NJ. They manage $1,039,771,891 in 3,876 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,040MILLION
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Total Number of Accounts3,876ACCOUNTS
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Average Account Value$268,259
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
Registered Investment Advisor
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
11
Daniel Kimeldorf (CRD# 7320603) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has 1 year of experience in the finance industry.
12
Jake Steinberg (CRD# 7073161) is an Investment Advisor Representative working at Revolve Wealth Partners, LLC in Hackensack, NJ and has over 3 years of experience in the finance industry.
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