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REVALUE LLC

GRAND RAPIDS, MI · CRD 165499 · IAPD ↗ · 888-642-2728

$128.5MRegulatory AUM
4Advisory reps
8Employees
11Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — REVALUE LLC moved its main office from HOWELL, MI to GRAND RAPIDS, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — REVALUE LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — REVALUE LLC reports 251-500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2026 — REVALUE LLC notice-filed in CA, MA, MD, MI, NC, NY, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — REVALUE LLC moved its main office from YPSILANTI, MI to HOWELL, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2025 — REVALUE LLC (YPSILANTI, MI) is newly SEC-registered with $103.9M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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