Revere Wealth Management LLC
● SEC registered since 2017CRD 170560SEC# 801-110372New York, NY
Reg. AUM
$78.3M
Employees
7
Accounts
101
Location
New York, NY
Revere Wealth Management LLC assets under management
Revere Wealth Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $78.3 million in regulatory assets under management and employs 7 people.
Revere Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Revere Investment Holdings LLC Control | Shareholder | Over 75% | 2014 |
| Scott Howard Fullman Control | President / Chief Compliance Officer | Under 5% | 2022 |
| William Francis Moreno Control | Ceo, Cfo, Managing Member | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Revere Wealth Management LLC manage?
Revere Wealth Management LLC reports $78.3 million in regulatory assets under management on its Form ADV.
How many employees does Revere Wealth Management LLC have?
Revere Wealth Management LLC reports 7 employees.
Where is Revere Wealth Management LLC located?
Revere Wealth Management LLC is based in New York, NY and has been SEC-registered since 2017.
Does Revere Wealth Management LLC disclose fund performance?
Revere Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 560 Lexington Avenue, 16th Floor, Suite B, New York, NY 10022 |
| Phone | 212-688-2350 |
| Fax | 212-688-2454 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$78.3M▲ 2%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$78.3Mregulatory AUM
Discretionary $78.3M