REVERE WEALTH MANAGEMENT LLC
Adviser information for REVERE WEALTH MANAGEMENT LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 369 | $129.1M |
| Non-Discretionary | 0 | $0 |
| Total | 369 | $129.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 222 | $88.8M |
| HNW Individuals | 147 | $40.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 369 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-110372 |
|---|---|
| SEC ERA File Number | 801-110372 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170560 |
| Legal Entity Identifier | None |
Principal Office
560 LEXINGTON AVENUE16TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 212-688-2350, Fax: 212-688-2454
Chief Compliance Officer
SCOTT FULLMAN
560 LEXINGTON AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel:
212-688-2661
Fax:
212-688-2454
C*********@*******************M
(Full email address available in API data)
Industry Affiliates
| REVERE SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REVERE INVESTMENT HOLDINGS LLC | Domestic Entity | – | SHAREHOLDER | 01/2014 | > 75% |
| MORENO, WILLIAM, FRANCIS | Individual | – | CEO, CFO, MANAGING MEMBER | 01/2014 | 10-25% |
| FULLMAN, SCOTT, HOWARD | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |