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Revolve Wealth Partners, LLC

● SEC registered since 2017CRD 286643SEC# 801-110397Hackensack, NJ
Export (members)
Reg. AUM
$1.42B
Employees
20
Accounts
2,450
Location
Hackensack, NJ

Revolve Wealth Partners, LLC assets under management

Revolve Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Hackensack, NJ. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 20 people.

Revolve Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Lawrence Katz ControlManaging Member50-75%2017
Logan M Trenz ControlChief Compliance OfficerUnder 5%2017
Michael Scott Israel ControlManaging Member50-75%2017

Frequently asked questions

How much does Revolve Wealth Partners, LLC manage?

Revolve Wealth Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Revolve Wealth Partners, LLC have?

Revolve Wealth Partners, LLC reports 20 employees.

Where is Revolve Wealth Partners, LLC located?

Revolve Wealth Partners, LLC is based in Hackensack, NJ and has been SEC-registered since 2017.

Does Revolve Wealth Partners, LLC disclose fund performance?

Revolve Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601
Phone201-373-2163
Fax866-496-4943
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.42B▲ 20%
Mar '25 — $1.18BApr '25 — $1.18BMay '25 — $1.18BJun '25 — $1.18BJul '25 — $1.18BAug '25 — $1.18BSep '25 — $1.18BOct '25 — $1.18BNov '25 — $1.18BDec '25 — $1.18BJan '26 — $1.18BFeb '26 — $1.18BMar '26 — $1.42BApr '26 — $1.42BMay '26 — $1.42BJun '26 — $1.42B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$1.42Bregulatory AUM
Discretionary $1.42B