A complete list of active advisors currently associated with Revere Wealth Management LLC

Warmer can help you find a great advisor at Revere Wealth Management LLC or one who fits your needs even better.

Revere Wealth Management LLC provides discretionary and non-discretionary portfolio management primarily for individual and institutional clients, including separately managed accounts, wrap-fee programs, and pooled vehicles. The firm operates as a seven-advisor team managing roughly 101 client accounts with about $78 million in assets and has added both financial planning and financial consulting services to its offerings. The firm’s investment approach blends fundamental, technical, and macro analysis with an emphasis on research and business valuation, and it implements strategies across equities, fixed income, REITs and covered-call option overlays. Revere tailors portfolios to client objectives, risk tolerance and preferences, and offers both one-time and ongoing financial planning and consulting engagements alongside portfolio management. A distinctive feature of Revere is its integration with affiliated broker-dealer and holding-company entities; the adviser and its affiliated broker-dealer execute client trades, participate in order aggregation, and use affiliated clearing arrangements. The firm discloses that many supervised persons are also registered representatives who may receive commissions or distribution fees, and it describes custody, cash-sweep rebate and postage/handling arrangements with affiliated intermediaries and custodians that are monitored by its compliance function.

To learn more about the advisors currently working at Revere Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.