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Revere Wealth Management LLC

● SEC registered since 2017CRD 170560SEC# 801-110372New York, NY
Export (members)
Reg. AUM
$76.8M
Employees
6
Accounts
101
Location
New York, NY

Revere Wealth Management LLC assets under management

Revere Wealth Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $76.8 million in regulatory assets under management and employs 6 people.
www.reveresecurities.comView on SEC.gov ↗

Revere Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Revere Investment Holdings LLC ControlShareholderOver 75%2014
Scott Howard Fullman ControlPresident / Chief Compliance OfficerUnder 5%2022
William Francis Moreno ControlCeo, Cfo, Managing Member10-25%2014
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Frequently asked questions

How much does Revere Wealth Management LLC manage?

Revere Wealth Management LLC reports $76.8 million in regulatory assets under management on its Form ADV.

How many employees does Revere Wealth Management LLC have?

Revere Wealth Management LLC reports 6 employees.

Where is Revere Wealth Management LLC located?

Revere Wealth Management LLC is based in New York, NY and has been SEC-registered since 2017.

Does Revere Wealth Management LLC disclose fund performance?

Revere Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address560 Lexington Avenue, 16th Floor, Suite B, New York, NY 10022
Phone212-688-2350
Fax212-688-2454
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$76.8M
Non-discretionary$0
Total (RAUM)$76.8M