# Revisor Wealth Management

Revisor Wealth Management is a Bank / Wealth / Trust based in Akron, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** Akron, OH, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** revisorwealth.com
- **LinkedIn:** https://www.linkedin.com/company/revisor-wealth-management-partners

## Regulatory record

- **CRD number:** 169814
- **SEC file number:** 801-120505
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169814

## About

Founded in 2004, Revisor Wealth Management is an Akron-based advisory firm that traces its identity to the post-industrial wealth landscape of Northeast Ohio. The firm provides financial planning, retirement planning, and investment management to individuals, high-net-worth families, charitable organizations, and corporations. Its client base reflects the region's mix of manufacturing-adjacent wealth, professional service earners, and local institutions. Revisor's investment approach anchors on discretionary portfolio management across public equities, fixed income, and diversified mutual fund structures. The firm constructs long-term strategic allocations for clients, typically emphasizing tax-aware planning and retirement income sequencing. Unlike larger registered investment advisors that layer on private market access, Revisor's strategy appears to stay within liquid, transparent vehicles suitable for its core clientele — a posture that keeps portfolio complexity low and fee structures straightforward. The firm's scale is modest by national standards, with no public disclosure of assets under management or professional headcount. Revisor has not announced a change in leadership, a merger, or a significant operational event in the last 24 months based on publicly available records. What distinguishes Revisor structurally is its embeddedness in a regional economy that many national advisory platforms overlook. The firm's value proposition rests on proximity and continuity — clients work with advisors who understand local employer plans, regional real estate markets, and the particular liquidity events common to Midwestern business owners. This hyper-local orientation is a genuine structural differentiator in an industry increasingly dominated by consolidating platforms and remote advisory models.

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Last updated: 2026-08-11T02:43:31.692Z

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