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REVISOR WEALTH MANAGEMENT LLC

CRD 169814File 801-120505
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.53B
Top 25% of cohort (national)
Discretionary AUM
$2.53B
Clients
3,132
7,480 accounts
Employees
11
Top 25% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Mar 12, 2021
Principal office
2650 W. MARKET ST., 2ND FLOOR, AKRON, OH, 44333
Phone
(440) 248-3355

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.53B
Discretionary AUM
$2.53B
Non-discretionary AUM
$0
Discretionary accounts
7,480
Non-discretionary accounts
0
Total accounts
7,480
AUM per client
$808K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other33$47.3M
Charitable organizations27$81.0M
High net worth individuals537$1.74B
Pension and profit sharing plans2$4.9M
Individuals (other than high net worth individuals)2,533$659.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.