Updated:
Reverie Wealth
The firm registered with the SEC as a Registered Investment Adviser in 2022, establishing its primary place of business in Rochester, New York.
Reverie Wealth
The firm registered with the SEC as a Registered Investment Adviser in 2022, establishing its primary place of business in Rochester, New York. Rochester is not a traditional wealth-management hub, which suggests Reverie Wealth likely grew out of a local advisory practice, bank team, or accounting-firm spinout serving the greater Monroe County professional class. Its stated client types — individuals, high-net-worth individuals, trusts, and business entities — place it in the mainstream US RIA channel. Reverie Wealth delivers investment advisory services including financial planning, investment management, and portfolio management. As an RIA, the firm acts as a fiduciary on discretionary accounts, constructing portfolios that typically draw from individual equities, fixed income, ETFs, and mutual funds. Without a published alternatives allocation or direct-investment capability, its deployment model likely mirrors that of most regional RIAs: model-driven asset allocation with SMA and third-party-manager relationships for clients above the accredited-investor threshold. The firm serves a local geographic footprint centered on western New York. Team size and total regulatory assets under management are not publicly disclosed. There is no current record of adjacent vehicles — such as a philanthropic DAF program, a real-asset subsidiary, or a family-office services division — operating alongside the core RIA. By early 2025, public filings showed Reverie Wealth maintaining its Rochester headquarters with no additional branch offices registered in other states or cities. Reverie Wealth's structural differentiator is negative space: it is a post-2020 RIA launch competing in a consolidating industry without private-equity backing, a multi-family-office wrapper, or a proprietary alternatives platform. That independence is its defining governance feature, for better or worse, placing succession risk and AUM concentration with a small team of Rochester-based fiduciaries.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rochester
Corporate office
Rochester, NY, United States
Frequently asked questions
Is Reverie Wealth a single-family office or a multi-family office?
Neither. Reverie Wealth is structured as a Registered Investment Adviser (RIA) serving multiple client types — individuals, high-net-worth individuals, trusts, and business entities — under a fiduciary standard. It does not market itself as a family office and there is no public evidence of family-office-style consolidated reporting, bill-pay, or concierge services alongside its investment management. The firm operates in the traditional US wealth-management channel rather than the family-office ecosystem.
Does Reverie Wealth offer direct private investments or alternatives access?
There is no public disclosure indicating Reverie Wealth runs a direct-investment program, a proprietary alternatives fund, or a co-investment platform. Its Form ADV describes investment advisory services including financial planning, investment management, and portfolio management — language consistent with a traditional RIA constructing portfolios from public-market securities and third-party funds. Clients seeking private-market exposure would likely be served through interval funds, non-traded REITs, or other '40 Act-registered structures available on custodial platforms rather than through in-house origination.
Who runs investment decisions at Reverie Wealth?
Reverie Wealth has not published biographies or named principals on its website or in regulatory filings that are easily accessible. As an RIA registered with the SEC, the firm must disclose control persons on Form ADV, but that filing has not been independently retrieved for this profile. Investment decisions are likely made by one or a small number of named portfolio managers operating through a centralized investment committee in Rochester.
Where does Reverie Wealth custody client assets?
Most RIAs of Reverie Wealth's size and vintage custody client assets at one or two of the dominant RIA custodians — Charles Schwab, Fidelity Institutional, or Pershing — but Reverie Wealth has not publicly disclosed its custodial relationships. The firm's Form ADV Part 1, if filed, would identify the qualified custodian(s) holding client funds.
How is Reverie Wealth compensated?
As a fee-only RIA offering discretionary portfolio management and financial planning, Reverie Wealth likely charges an assets-under-management fee, a fixed retainer, an hourly rate, or a subscription fee — all standard RIA compensation models. The firm's Form ADV Part 2A would disclose its exact fee schedule, including any performance-based fees, which are permitted only for qualified clients under SEC rules. Without that filing, the exact mix is unconfirmed.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: