R
CRD: 170560
Revere Wealth Management LLC
$78.3M Total AUM
$78.3M Disc. AUM
-21.0% 3Y CAGR
7 Employees
202 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 2
Office Locations
55 Enterprise Drive Windham NH
560 Lexington Avenue 16th Floor, Suite B NEW York NY
About Revere Wealth Management LLC
Revere Wealth Management LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 12 years. Managing $78.3M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Stonex.
Team overview
58 AVG AGE
$11.2M AVG AUM / ADVISOR
$387.6K AVG AUM / CLIENT
3.4 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM FRANCIS MORENO
Advisor, Chief Executive Officer, Chief Financial Officer, Managing Member
- CRD
- #2801621
- Ownership
- 10% but less than 25%
Available
Available
Available
SCOTT HOWARD FULLMAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1516584
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
Devin Osceola Cottrell
--
- CRD
- #7972731
Available
Available
Available
KYLE THOMAS KADISH
--
- CRD
- #4864706
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,291,808 | $775,166 |
| Non-Discretionary | $0 | -- |
| Total | $78,291,808 | $775,166 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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