CRD: 299706
Revisionist Wealth Advisors, LLC
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Revisionist Wealth Advisors, LLC
Revisionist Wealth Advisors provides proactive, tax-focused retirement income planning and investment advice for primarily 60+ families in the Philadelphia metro area and select clients nationwide. The firm builds diversified, low-cost index fund portfolios and integrates tax strategy, Social Security/Medicare guidance, and insurance/annuity analysis for income and principal protection where appropriate. Engagements are flat-fee (not % of assets) and don’t require moving money; market-based assets can be custodied at Betterment Securities.
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Owner & Executives
BRYAN MICHAEL MCCLOSKEY
Investment Advisor Representative
- CRD
- #5656194
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,100,000 | -- |
| Total | $17,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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