Revel Wealth Management

Revel Wealth Management provides discretionary wealth management and separate financial consulting to individuals, families, business owners, trusts, estates, nonprofits, broker‑dealers and other business entities, and primarily charges advisory fees based on a percentage of assets under management. As of April 21, 2026, the firm reported $258,895,984 in discretionary assets across 49 clients and operates as a small, owner‑managed advisory with two investment adviser representatives.

The firm constructs portfolios using a broad set of securities — including stocks, bonds, mutual funds, ETFs, REITs, structured notes and options — and applies quantitative and qualitative analysis, Modern Portfolio Theory and charting in its investment process. Revel Wealth typically manages accounts on a discretionary basis, may recommend third‑party independent managers through custodial programs (notably Charles Schwab), and offers stand‑alone financial consulting engagements that do not grant trading authority.

Noteworthy characteristics include a relatively large amount of AUM pooled across a limited client roster and a very small advisory team, which yields a high AUM‑per‑client profile compared with many peers. The firm does not vote client proxies (clients retain proxy voting responsibility), reports custody related to fee deductions and standing limited power of attorney arrangements, and discloses receiving custodial services and non‑monetary benefits from its primary custodian.