REVOLVE WEALTH PARTNERS, LLC
Latest filing: Jun 23, 2025 (62 days ago)
AUM
$1,180,023,798
41% change vs. 1 year ago
84% change vs. 3 years ago
217% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
18
-5% change vs. 1 year ago
6% change vs. 3 years ago
64% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HACKENSACK, NJ
411 HACKENSACK AVENUE, HACKENSACK, NJ, UNITED STATES, 07601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 418 | $0.1 |
| Average Individual AUM | $334,127 | |
| HNW | 225 | $1.0 |
| Average HNW AUM | $4,472,063 | |
| Retail Total | 643 | $1.1 |
| Average Retail AUM | $1,782,083 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 9% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 63% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 3% | $0.0 |
| Total | 97% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LOGAN TRENZ | HACKENSACK | NJ | S66|2010-06-22 | ||||||
| JAKE STEINBERG | HACKENSACK | NJ | S65|2021-01-11 | ||||||
| ROBERT BIESIADA | HACKENSACK | NJ | CERTIFIED FINANCIAL PLANNER | ||||||
| JACK BARON | HACKENSACK | NJ | S65|2022-09-29 | ||||||
| ISAAC CLAAR | HACKENSACK | NJ | S65|2023-11-18 | ||||||
| JOSHUA JOFFE | HACKENSACK | NJ | S63|2009-02-27|S65|2014-02-04 | CERTIFIED FINANCIAL PLANNER | |||||
| STEVE GARRETT | HACKENSACK | NJ | S65|2023-07-07 | ||||||
| DANIEL KIMELDORF | HACKENSACK | NJ | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| MICHAEL ISRAEL | HACKENSACK | NJ | S66|2003-03-07 | CERTIFIED FINANCIAL PLANNER | |||||
| AMY BRACKETT | HACKENSACK | NJ | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| ALEXANDRA ROONEY | HACKENSACK | NJ | S65|2016-10-19 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL KATZ | HACKENSACK | NJ | S66|2004-10-06 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN TEVNAN | HACKENSACK | NJ | S63|2016-09-03|S65|2018-11-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.2 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.3 | 41% | 19 | -1 | -5% |
| 2023-04-04 | $0.7 | $0.5 | 80% | 18 | 0 | 0% |
| 2022-04-01 | $0.6 | $0.5 | 84% | 17 | 1 | 6% |
| 2021-04-05 | $0.5 | $0.7 | 124% | 13 | 5 | 38% |
| 2020-04-01 | $0.4 | $0.8 | 217% | 11 | 7 | 64% |
| 2019-04-01 | $0.3 | $0.9 | 284% | 11 | 7 | 64% |
| 2018-04-02 | $0.3 | $0.9 | 340% | 6 | 12 | 200% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-04/28/2017, CO-12/06/2018, CT-04/28/2017, FL-04/28/2017, MA-01/04/2022, MD-03/23/2023, NC-12/05/2022, NH-04/28/2017, NJ-05/23/2017, NY-04/28/2017, PA-03/23/2023, TX-04/28/2017, WA-11/27/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV