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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
About Revise
Revise Wealth is a Chicago-based fiduciary RIA serving high-net-worth families with portfolio management and holistic financial planning. The firm begins with a data-driven portfolio review to reduce costs, manage taxes, and improve risk-adjusted returns, then integrates retirement, estate, and tax strategy. Portfolios are stress-tested across market cycles and may incorporate alternatives and insurance solutions.
Team overview
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Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
NICHOLAS J CROWN
Chief Compliance Officer, Managing Member
- CRD
- #5371592
- Ownership
- 75% or more
Michael Thomas Panik
Chief Information Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,032,138 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,032,138 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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