Overview
Assets Under Management: $259 million
Headquarters: TEANECK, NJ
High-Net-Worth Clients: 4
Average Client Assets: $62.9 million
Frequently Asked Questions
REVEL WEALTH MANAGEMENT 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 #340306), REVEL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
REVEL WEALTH MANAGEMENT is headquartered in TEANECK, NJ.
REVEL WEALTH MANAGEMENT serves 4 high-net-worth clients according to their SEC filing dated April 21, 2026. View client details ↓
According to their SEC Form ADV, REVEL WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
REVEL WEALTH MANAGEMENT manages $259 million in client assets according to their SEC filing dated April 21, 2026.
According to their SEC Form ADV, REVEL WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.20%
Average Client Assets: $62.9 million
Total Client Accounts: 102
Discretionary Accounts: 102
Regulatory Filings
CRD Number: 340306
Filing ID: 2096609
Last Filing Date: 2026-04-21 17:54:52