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 serves individual and institutional clients through separately managed accounts, wrap programs, and consulting arrangements. In addition to portfolio management across equities, fixed income, ETFs and mutual funds, the firm has added financial planning and financial consulting services and offers one‑time or ongoing planning engagements. The firm’s investment approach blends fundamental, technical and macro analysis with business valuation and portfolio tailoring to client objectives, risk tolerances and restrictions; strategies include buy‑and‑hold, value, growth and covered‑call option overlays. Revere manages accounts on both a discretionary and non‑discretionary basis, allocates trades pro rata when possible, and can tailor mandates or exclude specific securities per client instructions. Revere is integrated with affiliated entities, including an affiliated broker‑dealer that executes client trades and provides research and operational services, and the firm discloses the resulting potential conflicts of interest such as advisors’ dual registration and commission activity. The adviser’s corporate structure (a parent company and sister entities), use of multiple custodial arrangements, and a recently added internal private‑securities due‑diligence role are features that distinguish it from many peers in the team‑adviser category.

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.