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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2017
- Office Locations
- 1
Office Locations
About Revolve Wealth Partners, LLC
Revolve Wealth Partners is an independent NJ-based RIA providing goal-based wealth planning and ongoing coordination through a discovery-led “You Culture” and white-glove client experience. The firm serves individuals, families, and business owners, building portfolios focused on asset allocation and risk management, including ETF and fixed-income exposure and socially responsible investing where fit. Uses Black Diamond and Smarsh; custody via Schwab.
Team overview
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CRM
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Owner & Executives
MICHAEL SCOTT ISRAEL
Managing Member, Partner
- CRD
- #4616863
- Ownership
- 50% but less than 75%
DANIEL LAWRENCE KATZ
Managing Member, Partner
- CRD
- #4830089
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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JACK RYAN BARON
Analyst
- CRD
- #7645938
Robert Biesiada
Analyst
- CRD
- #7814067
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,421,854,687 | $580,349 |
| Non-Discretionary | $0 | -- |
| Total | $1,421,854,687 | $580,349 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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