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REVISOR WEALTH MANAGEMENT LLC
CRD 169814File 801-120505
APPROVED
Retail clients
Custody
Filing as of May 14, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 33 | $47.3M |
| Charitable organizations | 27 | $81.0M |
| High net worth individuals | 537 | $1.74B |
| Pension and profit sharing plans | 2 | $4.9M |
| Individuals (other than high net worth individuals) | 2,533 | $659.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 3,090 | 3,132 | increased by42 |
| Apr 1, 2026 | AUM | $2,063,780,313 | $2,529,516,196 | increased by$465,735,883 |
| Apr 1, 2026 | Accounts | 6,573 | 7,480 | increased by907 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 842 | 3,090 | increased by2,248 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $782,415,021 | $2,063,780,313 | increased by$1,281,365,292 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,068 | 6,573 | increased by4,505 |
| Sep 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2022 | Clients | 878 | 842 | decreased by36 |
| May 1, 2022 | AUM | $821,415,125 | $782,415,021 | decreased by$39,000,104 |
| May 1, 2022 | Accounts | 2,167 | 2,068 | decreased by99 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 711 | 878 | increased by167 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REVISOR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REVISOR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.