Overview
Assets Under Management: $129 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 152
Average Client Assets: $0.4 million
Frequently Asked Questions
REVALUE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165499), REVALUE LLC is subject to fiduciary duty under federal law.
REVALUE LLC is headquartered in GRAND RAPIDS, MI.
REVALUE LLC serves 152 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, REVALUE LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
REVALUE LLC manages $129 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, REVALUE LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.18%
Average Client Assets: $0.4 million
Total Client Accounts: 501
Discretionary Accounts: 501
Regulatory Filings
CRD Number: 165499
Filing ID: 2082609
Last Filing Date: 2026-03-27 08:27:25