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REVITATE FUND ADVISOR LLC

NEWPORT BEACH, CA · CRD 326939 · IAPD ↗ · revitate.com · 949-522-5604

$398.6MRegulatory AUM
6Advisory reps
15Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
May 2026 — REVITATE FUND ADVISOR LLC reported RAUM up 41% ($282.8M -> $398.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — REVITATE FUND ADVISOR LLC reported RAUM up 37% ($205.9M -> $282.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — REVITATE FUND ADVISOR LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
54
April 2024 — REVITATE FUND ADVISOR LLC reported RAUM up 72% ($120.0M -> $205.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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