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Revisor Wealth Management LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments General estate planning guidance

Occupation focus

Founder/Business Owner Financial Professional

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Fee options

Fixed

Fixed fees for financial planning or consulting services, negotiable based on complexity

Percentage

$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

Commissions

Certain advisory persons earn commission-based compensation through separate broker-dealer or insurance activities; commissions are separate and in addition to advisory fees

Project-based

$250 per hour for financial planning and consulting services

Performance-based

Performance-based fees may be charged for qualified clients under negotiated agreements; specific terms vary

Other

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

Advisors at this firm

user avatar

Nicholas C

Series 65

Akron, OH

Revisor Wealth Management LLC

Nicholas Cargill is a financial advisor with Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation and four years of industry experience. Prior to joining Revisor Wealth Management in 2022, he worked at the University of Richmond and Veritas Classical Christian School. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using a variety of securities with a primarily long-term orientation and employs alternative strategies such as cryptocurrency allocations and options for eligible clients.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Noah M

Series 65

Akron, OH

Revisor Wealth Management LLC

Noah Meyers is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Revisor Wealth Management, he worked at EdgeTech Analytics, LLC, and served four years in the United States Army. Revisor Wealth Management offers investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm employs customized portfolio construction with a long-term orientation and alternative strategies, including cryptocurrency and options, while also providing estate-planning facilitation and practice-support services for other advisors.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Ethan D

Series 65

Akron, OH

Revisor Wealth Management LLC

Ethan Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with 10 years of industry experience. He has been with Revisor Wealth Management since 2016. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and financial professionals. The firm constructs customized portfolios using a range of securities informed by fundamental analysis and employs alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Kyle P

Series 63, Series 66

Akron, OH

Revisor Wealth Management LLC

Kyle Patterson is an advisor at Revisor Wealth Management LLC with seven years of experience in the financial industry. He holds Series 63 and Series 66 designations and has worked at Independence Capital Co. and Northcoast Research. Outside of advisory roles, he is also an insurance agent specializing in the sale of fixed life, annuity, health, disability, and long-term care insurance products. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using stocks, bonds, mutual funds, ETFs, and alternative strategies, with a primarily long-term orientation supplemented by estate-planning facilitation and a suite of practice-support services for advisors.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Bernard M

Akron, OH

Revisor Wealth Management LLC

Bernard Mckinney is a financial advisor at Revisor Wealth Management LLC with 23 years of industry experience. He has been with Revisor Wealth Management since 2015 and also operates a CPA, tax, and accounting services business. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals, offering discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach focused on fundamental analysis.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Adam C

Series 65

Akron, OH

Revisor Wealth Management LLC

Adam Clark is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Revisor Wealth Management LLC and LRJ Wealth Management LLC and was self-employed for ten years prior. Revisor Wealth Management serves individuals, high-net-worth clients, and other financial professionals by providing discretionary investment management, financial planning, and model/sub-advisory services. The firm manages approximately $2.06 billion in discretionary assets and employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside selective active and alternative strategies.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Landon J

Series 66

Akron, OH

Revisor Wealth Management LLC

Landon Jones is a financial advisor at Revisor Wealth Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Independence Capital Co., Inc. and PRUCO Securities, LLC. In addition to his advisory role, he works as a part-time college instructor teaching finance courses at Cleveland State University. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm constructs customized portfolios using a range of securities and alternative strategies, combining fundamental analysis with a primarily long-term orientation.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Bradley W

Series 63, Series 65

Akron, OH

Revisor Wealth Management LLC

Bradley Wise is a financial advisor with Revisor Wealth Management LLC in Akron, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Ast Investment Services, Inc. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals, offering customized portfolios that include stocks, bonds, mutual funds, ETFs, and alternative strategies such as cryptocurrency and options for eligible clients. The firm supports advisors with practice services and manages a high client-to-advisor ratio.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
user avatar

Jacob D

Series 65

Akron, OH

Revisor Wealth Management LLC

Jacob Dunbar is a financial advisor at Revisor Wealth Management LLC in Akron, OH, holding a Series 65 designation with five years of industry experience. He previously worked at LRJ Wealth Management LLC, Willow Oaks Country Club, and ATP. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm creates customized portfolios using a variety of securities with a primarily long-term orientation and offers alternative strategies such as cryptocurrency allocations and options trading for eligible clients.

Options & derivatives strategies Private / alternative investments General estate planning guidance Founder/Business Owner Financial Professional
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