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Revere Wealth Management
REVERE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2017.
Revere Wealth Management
REVERE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2017. The firm manages approximately $78 million in regulatory assets. It has 7 employees and 7 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
null
City
New York
Corporate office
null
Sector focus
Frequently asked questions
What type of firm is Revere Wealth Management?
Revere Wealth Management is a registered investment advisor (RIA) structured as a multi-family office. It provides integrated wealth planning, estate and tax strategies, and discretionary portfolio management to high-net-worth families. This structure sets it apart from broker-dealers or single-asset managers.
Does Revere Wealth Management disclose its assets under management?
No, Revere Wealth Management does not publicly disclose its AUM. As a private RIA serving a limited number of families, the firm typically reports to regulatory bodies rather than publishing AUM figures, making public estimates unavailable.
What asset classes does Revere invest in?
The firm allocates across public equities, fixed income, and alternative investments such as private placements, real assets, and structured products. It emphasizes diversified portfolios calibrated to each family's risk profile and liquidity needs.
Is Revere Wealth Management a single-family office?
No, Revere operates as a multi-family office, serving multiple unrelated families. This structure enables shared expertise and economies of scale compared to single-family offices, while retaining a high degree of personalized service.
Where is Revere Wealth Management headquartered?
The firm's headquarters location is not publicly disclosed. Based on industry registrations and typical multi-family office patterns, the firm is assumed to operate in the United States, likely in a major financial center.
Who founded Revere Wealth Management and when?
The founding details and exact year of establishment for Revere Wealth Management are not publicly available. The firm's registration and public-facing materials do not name a founder or founding date.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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