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REVEL WEALTH MANAGEMENT

ELMWOOD PARK, NJ · CRD 340306 · IAPD ↗ · revelwm.com · 316-518-3615

$258.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — REVEL WEALTH MANAGEMENT moved its main office from TEANECK, NJ to ELMWOOD PARK, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
49
May 2026 — REVEL WEALTH MANAGEMENT notice-filed in CA, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
May 2026 — REVEL WEALTH MANAGEMENT now reports custody of client assets ($3.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
May 2026 — REVEL WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — REVEL WEALTH MANAGEMENT (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.