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REVERE ASSET

ALLEN, TX · CRD 152881 · IAPD ↗ · revereasset.com · 855-732-5932

$407.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2026 — REVERE ASSET reported RAUM up 88% ($216.8M -> $407.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — REVERE ASSET notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — REVERE ASSET reported RAUM up 38% ($156.6M -> $216.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.