Hedge Fund Database

REVOLVE WEALTH PARTNERS, LLC

Adviser information for REVOLVE WEALTH PARTNERS, LLC last updated from Form ADV on March 18th, 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 Delaware, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 13
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 13
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,243 $837.6M
Non-Discretionary 0 $0
Total 3,243 $837.6M

Clients

Type Number RAUM
Individuals 336 $105.4M
HNW Individuals 179 $703.5M
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 24 $28.7M
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 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-110397
SEC ERA File Number 801-110397
SEC CIK Numbers 1808992
SEC CRD Numbers 286643
Legal Entity Identifier None

Principal Office

411 HACKENSACK AVENUE
SUITE 1005
HACKENSACK
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 201-373-2163, Fax: 866-496-4943

Websites

www.instagram.com/revolvewealth/ www.linkedin.com/company/revolvewealthpartners twitter.com/revolvewealth www.youtube.com/channel/uc4h1caa1irgu2p4ssppea4g www.revolvewealth.com www.facebook.com/revolvewealth

Chief Compliance Officer

LOGAN M. TRENZ
411 HACKENSACK AVENUE
SUITE 1005
HACKENSACK
NJ
United States
Tel: 201-373-2163
Fax: 866-496-4943
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KATZ, DANIEL, LAWRENCE Individual – MANAGING MEMBER 04/2017 50-75%
ISRAEL, MICHAEL, SCOTT Individual – MANAGING MEMBER 04/2017 50-75%
TRENZ, LOGAN, M Individual – CHIEF COMPLIANCE OFFICER 04/2017 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/24/202011 on 6/26/202012 on 1/28/202113 on 2/16/202113 on 3/26/202113 on 4/19/202114 on 7/9/202114 on 9/7/202114 on 1/4/202217 on 3/25/202217 on 4/4/202217 on 5/31/202217 on 8/18/202217 on 9/28/202218 on 11/15/202218 on 12/5/202218 on 3/16/202318 on 3/23/202317 on 4/4/202318 on 6/13/202318 on 8/16/202319 on 10/30/202319 on 11/27/202319 on 12/22/202319 on 3/18/2024

RAUM, Historic

900M450M0202020212022202320242025371992486 on 3/24/2020371992486 on 6/26/2020371992486 on 1/28/2021371992486 on 2/16/2021527344077 on 3/26/2021527344077 on 4/19/2021527344077 on 7/9/2021631395689 on 9/7/2021631395689 on 1/4/2022640335096 on 3/25/2022640335096 on 4/4/2022640335096 on 5/31/2022640335096 on 8/18/2022640335096 on 9/28/2022640335096 on 11/15/2022640335096 on 12/5/2022657302462 on 3/16/2023657302462 on 3/23/2023657302462 on 4/4/2023657302462 on 6/13/2023657302462 on 8/16/2023657302462 on 10/30/2023657302462 on 11/27/2023657302462 on 12/22/2023837557150 on 3/18/2024

No. Clients, Historic

6003000202020212022202320242025352 on 3/24/2020352 on 6/26/2020352 on 1/28/2021352 on 2/16/2021414 on 3/26/2021414 on 4/19/2021414 on 7/9/2021475 on 9/7/2021475 on 1/4/2022547 on 3/25/2022547 on 4/4/2022547 on 5/31/2022547 on 8/18/2022547 on 9/28/2022547 on 11/15/2022547 on 12/5/2022589 on 3/16/2023589 on 3/23/2023589 on 4/4/2023589 on 6/13/2023589 on 8/16/2023589 on 10/30/2023589 on 11/27/2023589 on 12/22/2023539 on 3/18/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 538K 3K –
ACCENTURE PLC IRELAND SHS CLASS A 215K 707 –
ADOBE INC COM 755K 1K –
ADVANCED MICRO DEVICES INC COM 1M 7K –
AIR PRODS & CHEMS INC COM 512K 2K –
AIRBNB INC COM CL A 515K 3K –
ALPHABET INC CAP STK CL C 2M 10K –
ALPHABET INC CAP STK CL A 3M 15K –
AMAZON COM INC COM 8M 42K –
AMERICAN CENTY ETF TR AVANTIS RESPONSI 885K 16K –
AMERICAN CENTY ETF TR US SML CP VALU 9M 103K –
AMERICAN EXPRESS CO COM 297K 1K –
AMGEN INC COM 5M 17K –
AMPHENOL CORP NEW CL A 239K 4K –
ANALOG DEVICES INC COM 249K 1K –
APPLE INC COM 12M 59K –
APPLIED MATLS INC COM 235K 994 –
AT&T INC COM 218K 11K –
BANK AMERICA CORP COM 528K 13K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 5K –
BLACKSTONE INC COM 648K 5K –
BOEING CO COM 214K 1K –
BROADCOM INC COM 1M 732 –
CAMBRIA ETF TR SHSHLD YIELD ETF 19M 283K –
CATERPILLAR INC COM 227K 680 –
CHEVRON CORP NEW COM 510K 3K –
CHIPOTLE MEXICAN GRILL INC COM 323K 5K –
CISCO SYS INC COM 269K 6K –
COCA COLA CO COM 520K 8K –
COLGATE PALMOLIVE CO COM 2M 25K –
COMCAST CORP NEW CL A 361K 9K –
CONSOLIDATED EDISON INC COM 295K 3K –
COSTCO WHSL CORP NEW COM 843K 992 –
CSX CORP COM 427K 13K –
DEXCOM INC COM 243K 2K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 644K 22K –
DIMENSIONAL ETF TRUST INTERNATIONAL 2M 48K –
DISNEY WALT CO COM 491K 5K –
DUKE ENERGY CORP NEW COM NEW 316K 3K –
EA SERIES TRUST ALPHA ARCH 1-3 581K 5K –
EA SERIES TRUST US QUAN MOMENTUM 22M 371K –
EA SERIES TRUST SPARKLINE INTANG 20M 688K –
EA SERIES TRUST INTL QUAN VALUE 29M 1M –
EATON CORP PLC SHS 256K 817 –
ELI LILLY & CO COM 1M 1K –
EMERSON ELEC CO COM 225K 2K –
EXXON MOBIL CORP COM 985K 9K –
GE AEROSPACE COM NEW 285K 2K –
GENERAL DYNAMICS CORP COM 255K 880 –
GILEAD SCIENCES INC COM 227K 3K –
GLACIER BANCORP INC NEW COM 370K 10K –
GOLDMAN SACHS GROUP INC COM 324K 717 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 407K 8K –
HOME DEPOT INC COM 880K 3K –
HONEYWELL INTL INC COM 308K 1K –
INTEL CORP COM 266K 9K –
INTERNATIONAL BUSINESS MACHS COM 284K 2K –
INTUIT COM 226K 344 –
INTUITIVE SURGICAL INC COM NEW 503K 1K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 5M 271K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 646K 31K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 439K 21K –
INVESCO QQQ TR UNIT SER 1 3M 6K –
ISHARES TR CORE S&P MCP ETF 2M 35K –
ISHARES TR RUS MD CP GR ETF 793K 7K –
ISHARES TR NATIONAL MUN ETF 12M 112K –
ISHARES TR EAFE VALUE ETF 1M 28K –
ISHARES TR EAFE GRWTH ETF 5M 45K –
ISHARES TR RUS 1000 GRW ETF 2M 7K –
ISHARES TR SHRT NAT MUN ETF 824K 8K –
ISHARES TR ESG AW MSCI EAFE 247K 3K –
ISHARES TR CORE MSCI TOTAL 3M 37K –
ISHARES TR CORE S&P US GWT 323K 3K –
ISHARES TR U.S. TECH ETF 297K 2K –
ISHARES TR S&P MC 400GR ETF 204K 2K –
ISHARES TR CORE S&P SCP ETF 2M 22K –
ISHARES TR NEW YORK MUN ETF 1M 20K –
ISHARES TR RUSSELL 2000 ETF 2M 11K –
ISHARES TR RUS 1000 ETF 288K 967 –
ISHARES TR CORE S&P500 ETF 10M 18K –
ISHARES TR MSCI KLD400 SOC 2M 16K –
ISHARES TR RUSSELL 3000 ETF 341K 1K –
ISHARES TR RUS MDCP VAL ETF 762K 6K –
ISHARES TR CORE US AGGBD ET 541K 6K –
ISHARES TR MSCI EMG MKT ETF 575K 14K –
ISHARES TR RUS TP200 GR ETF 456K 2K –
ISHARES TR CORE MSCI EAFE 38M 522K –
ISHARES TR ESG EAFE ETF 895K 13K –
JOHNSON & JOHNSON COM 819K 6K –
JPMORGAN CHASE & CO. COM 2M 11K –
KENVUE INC COM 223K 12K –
LINDE PLC SHS 301K 686 –
MASTERCARD INCORPORATED CL A 2M 4K –
MCDONALDS CORP COM 474K 2K –
MERCK & CO INC COM 595K 5K –
META PLATFORMS INC CL A 4M 9K –
MICRON TECHNOLOGY INC COM 869K 7K –
MICROSOFT CORP COM 11M 24K –
NETFLIX INC COM 621K 921 –
NEXTERA ENERGY INC COM 309K 4K –
NUSHARES ETF TR NUVEEN ESG LRGCP 2M 22K –
NUSHARES ETF TR NUVEEN ESG MIDCP 854K 20K –
NUSHARES ETF TR NUVEEN ESG LRGVL 1M 30K –
NUSHARES ETF TR NUVEEN ESG MIDVL 744K 23K –
NUSHARES ETF TR NUVEEN ESG SMLCP 925K 24K –
NVIDIA CORPORATION COM 10M 77K –
ORACLE CORP COM 714K 5K –
PAYPAL HLDGS INC COM 166K 3K –
PAYPAL HLDGS INC COM 41K 700 –
PEPSICO INC COM 346K 2K –
PFIZER INC COM 426K 15K –
PHILIP MORRIS INTL INC COM 205K 2K –
PROCTER AND GAMBLE CO COM 1M 7K –
QUALCOMM INC COM 468K 2K –
RAYMOND JAMES FINL INC COM 259K 2K –
RBB FD INC US TREASY 2 YR 273K 6K –
RBB FD INC US TRSRY 6 MNTH 815K 16K –
RBB FD INC US TREAS 3 MNTH 25M 499K –
RBB FD INC US TREAS 5 YR NT 212K 4K –
RBB FD INC US TREAS 3 YR NT 273K 6K –
ROCKWELL AUTOMATION INC COM 219K 796 –
RTX CORPORATION COM 247K 2K –
SALESFORCE INC COM 465K 2K –
SCHWAB STRATEGIC TR US SML CAP ETF 2M 51K –
SCHWAB STRATEGIC TR US MID-CAP ETF 3M 40K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 27K –
SCHWAB STRATEGIC TR US BRD MKT ETF 455K 7K –
SCHWAB STRATEGIC TR US AGGREGATE B 14M 313K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 363K 12K –
SCHWAB STRATEGIC TR US LRG CAP ETF 11M 170K –
SCHWAB STRATEGIC TR INTL EQTY ETF 16M 413K –
SCHWAB STRATEGIC TR US LCAP GR ETF 12M 119K –
SCHWAB STRATEGIC TR US LCAP VA ETF 544K 7K –
SELECT SECTOR SPDR TR ENERGY 225K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 212K 936 –
SERVICENOW INC COM 727K 924 –
SHOPIFY INC CL A 1M 19K –
SPDR DOW JONES INDL AVERAGE UT SER 1 221K 564 –
SPDR S&P 500 ETF TR TR UNIT 3M 6K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 4K –
SPDR SER TR PORTFOLIO S&P400 1M 24K –
SPDR SER TR NUVEEN BLOOMBERG 25M 986K –
SPDR SER TR NUVEEN BLMBRG MU 17M 371K –
SPDR SER TR S&P DIVID ETF 363K 3K –
TESLA INC COM 868K 4K –
THERMO FISHER SCIENTIFIC INC COM 245K 443 –
TJX COS INC NEW COM 217K 2K –
TRACTOR SUPPLY CO COM 219K 811 –
UBER TECHNOLOGIES INC COM 1M 15K –
UNION PAC CORP COM 214K 946 –
UNITED PARCEL SERVICE INC CL B 583K 4K –
UNITEDHEALTH GROUP INC COM 1M 3K –
UNITEDHEALTH GROUP INC COM 2M 4K –
VANECK ETF TRUST HIGH YLD MUNIETF 9M 177K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 259K 5K –
VANGUARD INDEX FDS SMALL CP ETF 2M 10K –
VANGUARD INDEX FDS MID CAP ETF 3M 12K –
VANGUARD INDEX FDS TOTAL STK MKT 100M 374K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS GROWTH ETF 5M 13K –
VANGUARD INDEX FDS MCAP GR IDXVIP 561K 2K –
VANGUARD INDEX FDS MCAP VL IDXVIP 1M 7K –
VANGUARD MUN BD FDS TAX EXEMPT BD 964K 19K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 586K 3K –
VANGUARD STAR FDS VG TL INTL STK F 4M 62K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3M 63K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 255K 2K –
VERIZON COMMUNICATIONS INC COM 281K 7K –
VERTEX PHARMACEUTICALS INC COM 374K 798 –
VISA INC COM CL A 499K 2K –
VISA INC COM CL A 2M 9K –
WALMART INC COM 576K 9K –
WASTE MGMT INC DEL COM 396K 2K –
WELLS FARGO CO NEW COM 243K 4K –
WISDOMTREE TR EM EX ST-OWNED 361K 12K –
WISDOMTREE TR INTL QULTY DIV 13M 348K –
WISDOMTREE TR US LARGECAP DIVD 16M 218K –
ZEBRA TECHNOLOGIES CORPORATI CL A 219K 709 –
ZOETIS INC CL A 208K 1K –