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REVOLVE WEALTH PARTNERS, LLC

HACKENSACK, NJ · CRD 286643 · IAPD ↗ · 201-373-2163

$1.42BRegulatory AUM
13Advisory reps
19Employees
5Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2026 — REVOLVE WEALTH PARTNERS, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
May 2024 — REVOLVE WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($837.6M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — REVOLVE WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — REVOLVE WEALTH PARTNERS, LLC reported RAUM up 27% ($657.3M -> $837.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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