Revisor Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,396,272,712
Clients
3,070
Advisors
9
of 11 employees
About
Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, and also offers sub‑advisory and third‑party asset management. The firm supplements its advisory work with estate‑planning facilitation through a third‑party technology provider and a suite of practice‑support services (compliance, operations, IT, marketing) for other advisors.
The firm constructs customized portfolios using individual stocks and bonds, mutual funds, and ETFs, generally informed by fundamental analysis and a primarily long‑term orientation while permitting shorter‑term trades for rebalancing or client cash needs. Revisor also employs alternative strategies for eligible clients — including cryptocurrency allocations and options strategies ranging from covered calls to complex multi‑leg spreads — and uses managed‑account programs and model services to implement portfolios.
Revisor manages roughly 3,070 client relationships with seven advisors, producing a client‑per‑advisor load that is substantially higher than is typical for multi‑team firms and may influence how services are delivered and monitored. The firm further distinguishes itself by offering performance‑based fee arrangements for qualified clients, providing a paid retainer model and other third‑party management services to financial professionals, and maintaining broker‑dealer and insurance affiliations that are disclosed as potential conflicts of interest in its Form ADV.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning or consulting services, negotiable based on complexity
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.35% annually $500,000 - $1,000,000: 1.15% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000+: Negotiable
Certain advisory persons earn commission-based compensation through separate broker-dealer or insurance activities; commissions are separate and in addition to advisory fees
$250 per hour for financial planning and consulting services
Performance-based fees may be charged for qualified clients under negotiated agreements; specific terms vary
Account minimum: $250,000 Fee-only: Financial planning or consulting services at $250 per hour or fixed fee per engagement; fees negotiable; Investment Model Services at $5,000 per quarter fixed retainer; fees negotiable
Main office
2650 W. Market St., 2nd Floor
Akron OH 44333
Advisors at this office
9
Most active in
California · Florida · Ohio · Rhode Island · Texas
Also doing business as
Lrj Wealth Management LLC · Revisor · Revisor Partners · Revisor Solutions · Revisor Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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