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Revolut Wealth Inc.

● SEC registered since 2023CRD 322894SEC# 801-127056New York, NY
Export (members)
Reg. AUM
$1.7M
Employees
6
Accounts
5,911
Location
New York, NY

Revolut Wealth Inc. assets under management

Revolut Wealth Inc. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2023. It reports $1.7 million in regulatory assets under management and employs 6 people.

Revolut Wealth Inc. owners & executives

5 reported
NameTitleOwnershipSince
Jack William Callahan ControlChief Executive OfficerUnder 5%2022
Marcus Cole McCain ControlChief Compliance OfficerUnder 5%2025
Revolut Holdings US Inc ControlManaging MemberOver 75%2019
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Frequently asked questions

How much does Revolut Wealth Inc. manage?

Revolut Wealth Inc. reports $1.7 million in regulatory assets under management on its Form ADV.

How many employees does Revolut Wealth Inc. have?

Revolut Wealth Inc. reports 6 employees.

Where is Revolut Wealth Inc. located?

Revolut Wealth Inc. is based in New York, NY and has been SEC-registered since 2023.

Does Revolut Wealth Inc. disclose fund performance?

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

Contact & registration

Address107 Greenwich Street, 20th Floor, New York, NY 10006
Phone914-468-4193
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.7M
Non-discretionary$0
Total (RAUM)$1.7M