Revolution Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,460,000
Clients
107
Advisors
3
of 3 employees
About
Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm delivers individualized Investment Policy Statements and ongoing discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds and insurance products, along with one-time or limited-scope financial plans.
The firm applies a mix of fundamental, quantitative, and technical analysis informed by modern portfolio theory, and uses both long- and short-term trading as appropriate to client goals and risk tolerances. Accounts are reviewed at least quarterly, the firm generally seeks discretionary trading authority, and it documents client risk profiles and allocation decisions in each client’s Investment Policy Statement.
Distinctive features include formal affiliations with an accounting practice and a licensed insurance agency, and personnel who offer accounting services and commissionable insurance products — relationships that are uncommon among similarly sized supported firms and that the brochure identifies as potential conflicts of interest. The firm discloses that clients are not required to use affiliated services, notes an arrangement with PBMares Wealth Management, and describes custodial relationships that can provide research or other soft-dollar benefits.
Client services
Expertise
Fee options
Financial planning fixed fee between $2,500 and $10,000 depending on complexity
$100,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - and up: 0.40%
$225 per hour for financial planning
Account minimum: $100,000
Main office
5180 Parkstone Dr Suite 240
Chantilly VA 20151
Advisors at this office
3
Most active in
Maryland · Virginia
Also doing business as
Lindsey Financial Solutions · Lindsey Financial Solutions LLC · Lindsey Financial Solutions, LLC · Revolution Wealth, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Advisors at this firm
Andrew E
CFP®, ChFC®, Series 63, Series 65
Chantilly, VA
Revolution Wealth, LLC
Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.
Bradley W
Series 63, Series 65
Chantilly, VA
Revolution Wealth, LLC
Bradley Wilks is a financial advisor at Revolution Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PBMares Wealth Management and PBMARES Insurance Solutions. Wilks is also an Independent Insurance Agent. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, quantitative, and technical analysis guided by modern portfolio theory, offering discretionary portfolio management and tailored Investment Policy Statements.
Josiah H
Series 65
Chantilly, VA
Revolution Wealth, LLC
Josiah Hunter is a financial advisor at Revolution Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at MML Investor Services and Mass Mutual Life Insurance Company. Hunter is also the owner of Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation service. Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and technical analysis, guided by modern portfolio theory, and offers discretionary portfolio management along with individualized Investment Policy Statements.
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