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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About Revision Wealth Management LLC
ReVision Wealth Management is a Florida-registered RIA focused on retirement planning for individuals nearing or in retirement and select business owners. The firm delivers hands-on financial planning across investments, retirement income, tax and insurance analysis, and legacy/estate planning, often implemented with ETF-based portfolios. Notable for its “Make Money Make Sense” media series and client tools including an online portal and secure document vault.
Team overview
Insights
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
NYIMAH BOLES-ROBINSON
Chief Executive Officer, Founder, President
- CRD
- --
- Ownership
- 50% but less than 75%
MARCUS JERMAINE ROBINSON
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #5540579
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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