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REVO FINANCIAL, LLC

BARTLESVILLE, OK · CRD 172646 · IAPD ↗ · 918-336-7877

$135.4MRegulatory AUM
2Advisory reps
3Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — REVO FINANCIAL, LLC (location n/a) is newly SEC-registered with $118.6M RAUM and 3 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.