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REVISOR WEALTH MANAGEMENT LLC

AKRON, OH · CRD 169814 · IAPD ↗ · (440) 248-3355

$2.53BRegulatory AUM
7Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2025 — REVISOR WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2025 — REVISOR WEALTH MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — REVISOR WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — REVISOR WEALTH MANAGEMENT LLC moved its main office from SOLON, OH to AKRON, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2024 — REVISOR WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($920.6M -> $1.72B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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