← Tributary

REVERE WEALTH MANAGEMENT LLC

NEW YORK, NY · CRD 170560 · IAPD ↗ · 212-688-2350

$78.3MRegulatory AUM
7Advisory reps
7Employees
101Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — REVERE WEALTH MANAGEMENT LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — REVERE WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
44
March 2026 — REVERE WEALTH MANAGEMENT LLC notice-filed in NH, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — REVERE WEALTH MANAGEMENT LLC reported RAUM down 41% ($129.1M -> $76.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
46
May 2024 — REVERE WEALTH MANAGEMENT LLC notice-filed in MI, NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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