Wealth manager, independent · Hackensack, NJ
Revolve Wealth Partners, LLC
SEC-registered investment adviser · CRD 286643 · SEC 801-110397
At a glance
Revolve Wealth Partners, LLC is an SEC-registered investment adviser based in Hackensack, New Jersey, with $1.4B in regulatory assets under management as of its Form ADV filed August 18, 2026. It reports 674 individual clients, 288 of them high-net-worth, holding an average of about $2.1 million each, and 19 employees. That ranks it 777th among the nation’s 5,657 independent wealth management RIAs and 21st of 157 in New Jersey. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 201-373-2163revolvewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #777 of 5,657
- Rank among all SEC RIAs
- #4,406 of 17,210
- Rank in New Jersey
- #21 of 157
- Individual clients
- 674
- High-net-worth clients
- 288
- Accounts
- 2,450
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 13
- Offices
- 3
Owners and executives on its Form ADV
- Daniel L. KatzManaging Member
- Michael S. IsraelManaging Member
- Logan M TrenzChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Revolve Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 288 | $1.2B | 87% |
| Individuals | 386 | $147M | 10% |
| Pension and profit sharing plans | 24 | $38M | 3% |
Disciplinary disclosures
Revolve Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗revolvewealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| CRA Financial Services, L.L.C.Northfield | $1.7B | 1,299 |
| Strategic Family Wealth Counselors, L.L.C.Fairfield | $1.7B | 300 |
| Personal CFO Solutions LLCChester | $1.6B | 624 |
| Premier Path Wealth Partners, LLCMadison | $1.2B | 454 |
| Wiss Private Client Advisors, LLCFlorham Park | $1.2B | 186 |
| Signet Financial Management, LLCParsippany | $1.2B | 689 |
Background
Questions
How much does Revolve Wealth Partners, LLC manage?
Revolve Wealth Partners, LLC reports $1.4B in regulatory assets under management across 2,450 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
How many clients does Revolve Wealth Partners, LLC have?
It reports 674 individual clients: 288 high-net-worth individuals and 386 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Revolve Wealth Partners, LLC headquartered?
Its main office is in Hackensack, New Jersey. It reports 3 offices in total and 19 employees, 13 of whom perform investment advisory functions.
How does Revolve Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Revolve Wealth Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 18, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Revolve Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Revolve Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Revolve Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Revolve Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Revolve Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →