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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2018
- Office Locations
- 1
Office Locations
About Revolution Wealth, LLC
Revolution Wealth is an independent, fee-based fiduciary RIA providing personalized investment management alongside retirement, tax, and estate planning. The firm follows a discovery-to-ongoing-management process, with portfolios largely implemented using public funds and ETFs. Serves retail and institutional clients, including business owners, and custodies with providers such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOSIAH HUNTER
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #5705609
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW DAVID EVANS
--
- CRD
- #5980324
BRADLEY CHRISTOPHER WILKS
--
- CRD
- #5856403
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,460,000 | -- |
| Non-Discretionary | $9,500,000 | -- |
| Total | $58,960,000 | -- |
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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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