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Revel Wealth Management

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Client assets under management

$258,895,984

Clients

49

8% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

25

Low

Average account size

$5,283,592

About

Revel Wealth Management provides discretionary Wealth Management and stand‑alone Financial Consulting services to individuals, families, business owners, trusts, estates, charitable organizations and other business entities. Its Wealth Management program employs a broad set of instruments — including stocks, bonds, mutual funds, ETFs, REITs, structured notes and options — and the firm may recommend third‑party money managers or asset‑management programs to implement strategies.

The firm describes an investment process that blends quantitative and qualitative analysis, modern portfolio theory and charting to construct and monitor portfolios, and it implements both long‑ and short‑term strategies as appropriate. Accounts are typically managed on a discretionary basis with ongoing monitoring, rebalancing and trade execution, and the brochure highlights risks tied to liquidity, options, margin and alternative investments.

A notable feature is that, in addition to customary asset‑based advisory fees, the firm offers Financial Consulting with non‑AUM billing arrangements (fixed or advance‑billed consulting fees), an arrangement that is less common among managers focused on pooled or institutional mandates. The brochure also discloses this is an initial filing with no assets to report, describes custodial benefits received from recommended custodians, and states that proxy voting is left to clients rather than being undertaken by the firm.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing Tax-loss harvesting Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Consulting fees up to $25,000 per engagement

Percentage

$0 - $250,000: 0.85% $250,000 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.70%

Project-based

Main office location

Revel Wealth Management

62 West Lawn Drive

Teaneck NJ 07666, United States

Number of offices

1

Most active in

More info

California · New Jersey · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 316-518-3615

Advisors at this firm

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user avatar

Jordan H

Series 65

Teaneck, NJ

Revel Wealth Management

Jordan Hod is a financial advisor at Revel Wealth Management with one year of experience in wealth management and financial consulting. He holds a Series 65 designation and has prior work experience at Ellkay, LeagueApps, and Yeshiva University. Revel Wealth Management offers discretionary wealth management and stand-alone financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to construct and monitor portfolios, utilizing a broad range of investment instruments and both long- and short-term strategies.

Options & derivatives strategies Real estate investing Tax-loss harvesting Cash flow / budgeting Founder/Business Owner
user avatar

Justin H

Series 66

Teaneck, NJ

Revel Wealth Management

Justin Hod is a financial advisor at Revel Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at May Capital Group, Strategic Wealth Management Group, Bank of America, Merrill, and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other business entities. The firm employs a mix of quantitative and qualitative analysis, modern portfolio theory, and charting to manage portfolios using a broad range of investment instruments, and offers both asset-based advisory fees and fixed-fee financial consulting options.

Options & derivatives strategies Real estate investing Tax-loss harvesting Cash flow / budgeting Founder/Business Owner
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