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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

REVOLVE WEALTH PARTNERS, LLC

CRD 286643

HACKENSACK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ddf00d5-011d-ec67-2579-7cf937b1eea7

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 8
On other graphs: 0
Observed: Apr 5, 2017 to Aug 18, 2026
46 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 13
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,450
Individual clients: 386
High net worth clients: 288
Custody, client assets: $653M
SEC number: 801-110397
CRD: 286643
Filings on the tape: 46
First filed: Apr 5, 2017
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL LAWRENCE KATZ	Certified Financial Planner	HACKENSACK, NJ	9	21	2	no
MICHAEL SCOTT ISRAEL	Certified Financial Planner	HACKENSACK, NJ	9	23	2	no
LOGAN MATTHEW TRENZ	Certified Financial Planner	HACKENSACK, NJ	9	17	1	no
Daniel Miller Kimeldorf	Certified Financial Planner\|Chartered Financial Analyst	HACKENSACK, NJ	5	12	n/a	no
Jake Steinberg	Certified Financial Planner	HACKENSACK, NJ	5	12	n/a	no
AMY LISA BRACKETT	Certified Financial Planner\|Chartered Financial Analyst	HACKENSACK, NJ	5	19	n/a	no
JACK RYAN BARON	n/a	HACKENSACK, NJ	3	22	n/a	no
Robert Biesiada	Certified Financial Planner	HACKENSACK, NJ	2	21	n/a	no
Isaac Kohn Claar	Certified Financial Planner	HACKENSACK, NJ	2	13	n/a	no
Megan Grusczynski	Certified Financial Planner	HACKENSACK, NJ	1	12	n/a	no
RICHARD BURTON ROWEHL	n/a	HACKENSACK, NJ	0	36	5	no
Steve Ellis Garrett	n/a	HACKENSACK, NJ	0	12	n/a	no
VINCENT EDWARD VELICOV	n/a	HACKENSACK, NJ	0	10	n/a	no
CARA GERALYN MASTRANGELO	Certified Financial Planner	HACKENSACK, NJ	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ISRAEL, MICHAEL, SCOTT	MANAGING MEMBER	D	yes	04/2017	Aug 18, 2026	Aug 18, 2026
KATZ, DANIEL, LAWRENCE	MANAGING MEMBER	D	yes	04/2017	Aug 18, 2026	Aug 18, 2026
TRENZ, LOGAN, M	CHIEF COMPLIANCE OFFICER	Na	yes	04/2017	Aug 18, 2026	Aug 18, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Livingston	Nj	United States	13	no
NEW YORK	NY	United States	13	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$1.4B	$1.4B	19	13	2	n/a	n/a
2024	Apr 22, 2025	$1.2B	$1.2B	18	12	2	n/a	n/a
2023	Mar 18, 2024	$838M	$838M	19	13	2	n/a	n/a
2022	Mar 16, 2023	$657M	$657M	18	9	1	n/a	n/a
2021	Mar 25, 2022	$640M	$640M	17	9	0	n/a	n/a
2020	Mar 26, 2021	$527M	$527M	13	8	0	n/a	n/a
2019	Mar 24, 2020	$372M	$357M	11	5	1	n/a	n/a
2018	Mar 20, 2019	$307M	$290M	11	4	1	n/a	n/a
2017	Mar 30, 2018	$268M	$251M	6	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.1%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	20.5%	$657M	29.3%	19	18	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OPPENHEIMER & CO. INC.	3	May 5, 2017	May 23, 2017	SADDLE BROOK, NJ	Team lift out	Other	0.4%

Relationships

Registered with (19)

← CARA GERALYN MASTRANGELOAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← VINCENT EDWARD VELICOVAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← Steve Ellis GarrettAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← RICHARD BURTON ROWEHLAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV
← Megan GrusczynskiAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← Isaac Kohn ClaarAdvisorregistration: current employment
Nov 30, 2023 to presentfactForm ADV
← Robert BiesiadaAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← JACK RYAN BARONAdvisorregistration: current employment
Oct 17, 2022 to presentfactForm ADV
← AMY LISA BRACKETTAdvisorregistration: current employment
Jun 24, 2021 to presentfactForm ADV
← Jake SteinbergAdvisorregistration: current employment
Mar 4, 2021 to presentfactForm ADV
← Daniel Miller KimeldorfAdvisorregistration: current employment
Jan 5, 2021 to presentfactForm ADV
← MICHAEL SCOTT ISRAELAdvisorregistration: current employment
May 23, 2017 to presentfactForm ADV
← LOGAN MATTHEW TRENZAdvisorregistration: current employment
May 23, 2017 to presentfactForm ADV
← DANIEL LAWRENCE KATZAdvisorregistration: current employment
Apr 28, 2017 to presentfactForm ADV
← JOSHUA MICHAEL JOFFEAdvisorregistration: previous registration
Apr 13, 2018 to Mar 19, 2026factForm ADV
← John Edward TevnanAdvisorregistration: previous registration
Jan 2, 2019 to Apr 16, 2025factForm ADV
← Alexandra Mary RooneyAdvisorregistration: previous registration
May 12, 2023 to Jul 2, 2024factForm ADV
← Sophie Ilana BruskofAdvisorregistration: previous registration
May 22, 2023 to Sep 12, 2023factForm ADV
← Jayme-Lee C KyritzAdvisorregistration: previous registration
Jan 27, 2021 to Apr 4, 2023factForm ADV

Controls (3)

← ISRAEL, MICHAEL, SCOTTOwnerMANAGING MEMBER, ownership code D, individual
Apr 28, 2017 to Sep 4, 2024factForm ADV
← KATZ, DANIEL, LAWRENCEOwnerMANAGING MEMBER, ownership code D, individual
Apr 28, 2017 to Sep 4, 2024factForm ADV
← TRENZ, LOGAN, MOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 28, 2017 to Sep 4, 2024factForm ADV

Moved with (1)

← OPPENHEIMER & CO. INC.Registered adviser3 advisors, team lift out, same day
May 5, 2017 to May 23, 2017factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Joshua Michael Joffe left Revolve Wealth Partners, Llc for Savvy (registered 2026-03-06)
Form ADVobserved 5 days ago
Occurred
Apr 16, 2025
Advisor changed firm
John Edward Tevnan left Revolve Wealth Partners, Llc for Sax Wealth Advisors, Llc (registered 2025-04-27)
Form ADVobserved 5 days ago
Occurred
Jul 2, 2024
Advisor changed firm
Alexandra Mary Rooney left Revolve Wealth Partners, Llc for Main Street Research Llc (registered 2024-07-29)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Revolve Wealth Partners, Llc reported RAUM $837.6M, up 27% from $657.3M (2023-12-22 to 2024-03-18)
Form ADVobserved 5 days ago
$180M
Occurred
Sep 12, 2023
Advisor changed firm
Sophie Ilana Bruskof left Revolve Wealth Partners, Llc for J.P. Morgan Securities Llc (registered 2023-11-10)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2023
Advisor changed firm
Jayme-Lee C Kyritz left Revolve Wealth Partners, Llc for Rbc Rochdale, Llc (registered 2023-03-11)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Regulatory AUM changed
Revolve Wealth Partners, Llc reported RAUM $527.3M, up 42% from $372.0M (2021-02-16 to 2021-03-26)
Form ADVobserved 5 days ago
$155M
Occurred
Apr 5, 2017
First Form ADV filing
Finn Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ddf00d5-011d-ec67-2579-7cf937b1eea7
First observed: Apr 5, 2017
Last observed: Aug 18, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REVOLVE WEALTH PARTNERS, LLC

CRD 286643

HACKENSACK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ddf00d5-011d-ec67-2579-7cf937b1eea7

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL LAWRENCE KATZ

Certified Financial Planner

HACKENSACK, NJ

MICHAEL SCOTT ISRAEL

Certified Financial Planner

HACKENSACK, NJ

LOGAN MATTHEW TRENZ

Certified Financial Planner

HACKENSACK, NJ

Daniel Miller Kimeldorf

Certified Financial Planner|Chartered Financial Analyst

HACKENSACK, NJ

n/a

Jake Steinberg

Certified Financial Planner

HACKENSACK, NJ

n/a

AMY LISA BRACKETT

Certified Financial Planner|Chartered Financial Analyst

HACKENSACK, NJ

n/a

JACK RYAN BARON

n/a

HACKENSACK, NJ

n/a

Robert Biesiada

Certified Financial Planner

HACKENSACK, NJ

n/a

Isaac Kohn Claar

Certified Financial Planner

HACKENSACK, NJ

n/a

Megan Grusczynski

Certified Financial Planner

HACKENSACK, NJ

n/a

RICHARD BURTON ROWEHL

n/a

HACKENSACK, NJ

Steve Ellis Garrett

n/a

HACKENSACK, NJ

n/a

VINCENT EDWARD VELICOV

n/a

HACKENSACK, NJ

n/a

CARA GERALYN MASTRANGELO

Certified Financial Planner

HACKENSACK, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ISRAEL, MICHAEL, SCOTT

MANAGING MEMBER

yes

04/2017

Aug 18, 2026

KATZ, DANIEL, LAWRENCE

MANAGING MEMBER

yes

04/2017

Aug 18, 2026

TRENZ, LOGAN, M

CHIEF COMPLIANCE OFFICER

yes

04/2017

Aug 18, 2026

City

State

Country

Employees

Also broker-dealer

Livingston

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$1.4B

n/a

2024

Apr 22, 2025

$1.2B

n/a

2023

Mar 18, 2024

$838M

n/a

2022

Mar 16, 2023

$657M

n/a

2021

Mar 25, 2022

$640M

n/a

2020

Mar 26, 2021

$527M

n/a

2019

Mar 24, 2020

$372M

$357M

n/a

2018

Mar 20, 2019

$307M

$290M

n/a

2017

Mar 30, 2018

$268M

$251M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

20.5%

$657M

29.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OPPENHEIMER & CO. INC.

May 5, 2017

May 23, 2017

SADDLE BROOK, NJ

Team lift out

Other

0.4%