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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

REVERE WEALTH MANAGEMENT LLC

CRD 170560

NEW YORK, NY

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:3e325db3-3248-8b0e-37f1-39c2bf8d47ca

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Mar 31, 2017 to Aug 20, 2026
24 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $78.3MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $78.3M
Private client RAUM: $78.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $13.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 101
Individual clients: 97
High net worth clients: 4
SEC number: 801-110372
CRD: 170560
Filings on the tape: 24
First filed: Mar 31, 2017
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, NY

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
SCOTT HOWARD FULLMAN	n/a	NEW YORK, NY	7	40	1	yes
FITZGERALD MILLER	n/a	NEW YORK, NY	3	26	4	yes
Dajun Xu	n/a	NEW YORK, NY	2	15	n/a	yes
Devin Osceola Cottrell	n/a	NEW YORK, NY	0	10	n/a	yes
KYLE THOMAS KADISH	n/a	NEW YORK, NY \| Windham, NH	0	20	4	yes
Jacqueline B Sherry	n/a	NEW YORK, NY	0	14	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
FULLMAN, SCOTT, HOWARD	PRESIDENT / CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Jan 19, 2022	Apr 2, 2024
MORENO, WILLIAM, FRANCIS	CEO, CFO, MANAGING MEMBER	B	yes	01/2014	Mar 31, 2017	Apr 2, 2024
REVERE INVESTMENT HOLDINGS LLC	Shareholder	E	yes	01/2014	Mar 31, 2017	Apr 2, 2024
MORENO, WILLIAM, FRANCIS	CEO/EXECUTIVE CHAIRMAN	C	no	06/2009	Mar 31, 2017	Apr 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
REVERE SECURITIES LLC	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	1	yes
Boston	Ma	United States	1	yes

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 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$78.3M	$78.3M	7	7	2	n/a	n/a
2024	Apr 2, 2025	$76.8M	$76.8M	6	5	2	n/a	n/a
2023	Apr 2, 2024	$76.8M	$76.8M	6	5	2	n/a	n/a
2022	Mar 29, 2023	$129M	$129M	10	10	3	n/a	n/a
2021	Mar 31, 2022	$175M	$175M	10	10	3	n/a	n/a
2020	Mar 25, 2021	$95.3M	$95.3M	6	6	3	n/a	n/a
2019	Mar 30, 2020	$87.8M	$87.8M	6	6	3	n/a	n/a
2018	Apr 8, 2019	$82.2M	$82.2M	6	6	1	n/a	n/a
2017	Mar 30, 2018	$77.1M	$77.1M	3	2	1	n/a	n/a
2016	Jun 26, 2017	$99.7M	$69.9M	4	3	n/a	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	0	1	0.0%	0	0	0	1	0

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	$78.3M	$76.8M	2.0%	$129M	-15.4%	7	6	2	2

Relationships

Registered with (7)

← Jacqueline B SherryAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← KYLE THOMAS KADISHAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← Devin Osceola CottrellAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← Dajun XuAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← FITZGERALD MILLERAdvisorregistration: current employment
Apr 27, 2023 to presentfactForm ADV
← SCOTT HOWARD FULLMANAdvisorregistration: current employment
May 1, 2019 to presentfactForm ADV
← THOMAS LIAM IRWINAdvisorregistration: previous registration
May 1, 2023 to May 25, 2023factForm ADV

Controls (3)

← FULLMAN, SCOTT, HOWARDOwnerPRESIDENT / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 19, 2022 to Apr 2, 2024factForm ADV
← MORENO, WILLIAM, FRANCISOwnerCEO, CFO, MANAGING MEMBER, ownership code B, individual
Mar 31, 2017 to Apr 2, 2024factForm ADV
← REVERE INVESTMENT HOLDINGS LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 31, 2017 to Apr 2, 2024factForm ADV

Owns (1)

← MORENO, WILLIAM, FRANCISOwnerCEO/EXECUTIVE CHAIRMAN, ownership code C, individual
Mar 31, 2017 to Apr 2, 2024factForm ADV

Dated events

Occurred
Oct 6, 2023
Control person left
Dennis John Kinder (Director Of Investment Advisory Services) no longer on Schedule A of Revere Wealth Management Llc (listed 2023-03-29, absent 2023-10-06)
Form ADVobserved 5 days ago
Occurred
Oct 6, 2023
Control person left
Michael Kyle Wool (Managing Member/Control Person/Principal) no longer on Schedule A of Revere Wealth Management Llc (listed 2023-03-29, absent 2023-10-06)
Form ADVobserved 5 days ago
Occurred
May 25, 2023
Advisor changed firm
Thomas Liam Irwin left Revere Wealth Management Llc for Hightower Advisors, Llc (registered 2026-02-24)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2023
Control person joined
Michael Kyle Wool (Managing Member/Control Person/Principal) appeared on Schedule A of Revere Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Control person left
Andrew Harvey Mcgrath (Shareholder) no longer on Schedule A of Revere Wealth Management Llc (listed 2022-01-19, absent 2022-03-31)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2022
Control person left
Joseph Charles Slavinsky (Chief Compliance Officer) no longer on Schedule A of Revere Wealth Management Llc (listed 2022-01-14, absent 2022-01-19)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2022
Control person joined
Howard Scott Fullman (Chief Compliance Officer) appeared on Schedule A of Revere Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2017
First Form ADV filing
Revere Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e325db3-3248-8b0e-37f1-39c2bf8d47ca
First observed: Mar 31, 2017
Last observed: Aug 20, 2026 31 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.

REVERE WEALTH MANAGEMENT LLC

CRD 170560

NEW YORK, NY

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:3e325db3-3248-8b0e-37f1-39c2bf8d47ca

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT HOWARD FULLMAN

n/a

NEW YORK, NY

yes

FITZGERALD MILLER

n/a

NEW YORK, NY

yes

Dajun Xu

n/a

NEW YORK, NY

n/a

yes

Devin Osceola Cottrell

n/a

NEW YORK, NY

n/a

yes

KYLE THOMAS KADISH

n/a

NEW YORK, NY | Windham, NH

yes

Jacqueline B Sherry

n/a

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FULLMAN, SCOTT, HOWARD

PRESIDENT / CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 19, 2022

Apr 2, 2024

MORENO, WILLIAM, FRANCIS

CEO, CFO, MANAGING MEMBER

yes

01/2014

Mar 31, 2017

Apr 2, 2024

REVERE INVESTMENT HOLDINGS LLC

Shareholder

yes

01/2014

Mar 31, 2017

Apr 2, 2024

MORENO, WILLIAM, FRANCIS

CEO/EXECUTIVE CHAIRMAN

06/2009

Mar 31, 2017

Apr 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

REVERE SECURITIES LLC

n/a

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

yes

Boston

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$78.3M

n/a

2024

Apr 2, 2025

$76.8M

n/a

2023

Apr 2, 2024

$76.8M

n/a

2022

Mar 29, 2023

$129M

n/a

2021

Mar 31, 2022

$175M

n/a

2020

Mar 25, 2021

$95.3M

n/a

2019

Mar 30, 2020

$87.8M

n/a

2018

Apr 8, 2019

$82.2M

n/a

2017

Mar 30, 2018

$77.1M

n/a

2016

Jun 26, 2017

$99.7M

$69.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$78.3M

$76.8M

2.0%

$129M

-15.4%