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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

REVISOR WEALTH MANAGEMENT LLC

CRD 169814

AKRON, OH

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:ab4ee103-0613-5c6f-a420-37dd6a8bda5f

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Feb 10, 2021 to May 14, 2026
21 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=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
Private client RAUM: $2.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $281Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 7,480
Individual clients: 2,533
High net worth clients: 537
Custody, client assets: $35.2M
SEC number: 801-120505
CRD: 169814
Filings on the tape: 21
First filed: Feb 10, 2021
Latest filed: May 14, 2026
Organised: Limited Liability Company, OH

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
LANDON RAY JONES	n/a	AKRON, OH	12	23	4	no
BERNARD JOHN MCKINNEY	n/a	AKRON, OH	11	16	1	no
Ethan N. Dunbar	n/a	AKRON, OH	10	10	n/a	no
KYLE DOUGLAS PATTERSON	n/a	Georgetown, TX \| AKRON, OH	6	15	n/a	yes
Jacob Dunbar	n/a	Midlothian, VA \| AKRON, OH	5	13	n/a	no
Nicholas George Cargill	n/a	Copley, OH \| AKRON, OH	4	15	n/a	no
Adam Douglas Clark	n/a	AKRON, OH	3	13	n/a	no
BRADLEY JAMES WISE	n/a	Naples, FL \| AKRON, OH	1	40	3	no
Noah Matthew Allen Meyers	n/a	AKRON, OH	0	11	1	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
Dunbar, Ethan, N.	CHIEF OPERATIONS OFFICER	B	yes	03/2018	May 14, 2026	May 14, 2026
JONES, LANDON, RAY	PRESIDENT, CEO AND CCO	Na	yes	02/2004	May 14, 2026	May 14, 2026
LRJ CONSULTING, INC.	HOLDING COMPANY/PARENT	E	yes	12/2013	May 14, 2026	May 14, 2026
JONES, LANDON, RAY	President	E	yes	10/2005	Feb 10, 2021	Oct 10, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	3	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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.5B	$2.5B	11	7	2	n/a	n/a
2024	Mar 31, 2025	$2.1B	$2.1B	8	6	2	n/a	n/a
2023	Mar 15, 2024	$1.7B	$1.7B	10	8	2	n/a	n/a
2022	Mar 29, 2023	$921M	$921M	7	5	2	n/a	n/a
2021	Mar 29, 2022	$821M	$821M	8	6	2	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	2	1

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	$2.5B	$2.1B	22.6%	$921M	40.1%	11	8	2	2

Relationships

Registered with (11)

← Noah Matthew Allen MeyersAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← BRADLEY JAMES WISEAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← Adam Douglas ClarkAdvisorregistration: current employment
Jun 21, 2023 to presentfactForm ADV
← Nicholas George CargillAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← Jacob DunbarAdvisorregistration: current employment
Sep 21, 2021 to presentfactForm ADV
← KYLE DOUGLAS PATTERSONAdvisorregistration: current employment
Jul 26, 2020 to presentfactForm ADV
← Ethan N. DunbarAdvisorregistration: current employment
Jun 10, 2016 to presentfactForm ADV
← BERNARD JOHN MCKINNEYAdvisorregistration: current employment
Feb 26, 2015 to presentfactForm ADV
← LANDON RAY JONESAdvisorregistration: current employment
Jan 9, 2014 to presentfactForm ADV
← Wesley James O'NeilAdvisorregistration: previous registration
Jun 23, 2022 to Oct 10, 2024factForm ADV
← Ryan Christopher SmeltzerAdvisorregistration: previous registration
Mar 15, 2021 to Aug 19, 2022factForm ADV

Controls (3)

← JONES, LANDON, RAYOwnerPRESIDENT, ownership code E, individual
Feb 10, 2021 to Oct 10, 2024factForm ADV
← Dunbar, Ethan, N.OwnerCHIEF OPERATIONS OFFICER, ownership code A, individual
Feb 10, 2021 to Oct 10, 2024factForm ADV
← LRJ CONSULTING, INC.OwnerHOLDING COMPANY/PARENT, ownership code E, domestic entity
Feb 10, 2021 to Oct 10, 2024factForm ADV

Dated events

Occurred
Oct 10, 2024
Advisor changed firm
Wesley James O'Neil left Revisor Wealth Management Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-11-04)
Form ADVobserved 6 days ago
Occurred
Mar 15, 2024
Regulatory AUM changed
Revisor Wealth Management Llc reported RAUM $1.7B, up 87% from $920.6M (2023-06-23 to 2024-03-15)
Form ADVobserved 6 days ago
$802M
Occurred
Aug 19, 2022
Advisor changed firm
Ryan Christopher Smeltzer left Revisor Wealth Management Llc for Balefire, Llc (registered 2026-05-26)
Form ADVobserved 6 days ago
Occurred
Nov 3, 2021
Regulatory AUM changed
Revisor Wealth Management Llc reported RAUM $709.1M, up 55% from $458.7M (2021-03-31 to 2021-11-03)
Form ADVobserved 6 days ago
$250M
Occurred
Feb 10, 2021
First Form ADV filing
Lrj Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab4ee103-0613-5c6f-a420-37dd6a8bda5f
First observed: Feb 10, 2021
Last observed: May 14, 2026 4 months 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.

REVISOR WEALTH MANAGEMENT LLC

CRD 169814

AKRON, OH

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:ab4ee103-0613-5c6f-a420-37dd6a8bda5f

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LANDON RAY JONES

n/a

AKRON, OH

BERNARD JOHN MCKINNEY

n/a

AKRON, OH

Ethan N. Dunbar

n/a

AKRON, OH

n/a

KYLE DOUGLAS PATTERSON

n/a

Georgetown, TX | AKRON, OH

n/a

yes

Jacob Dunbar

n/a

Midlothian, VA | AKRON, OH

n/a

Nicholas George Cargill

n/a

Copley, OH | AKRON, OH

n/a

Adam Douglas Clark

n/a

AKRON, OH

n/a

BRADLEY JAMES WISE

n/a

Naples, FL | AKRON, OH

Noah Matthew Allen Meyers

n/a

AKRON, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dunbar, Ethan, N.

CHIEF OPERATIONS OFFICER

yes

03/2018

May 14, 2026

JONES, LANDON, RAY

PRESIDENT, CEO AND CCO

yes

02/2004

May 14, 2026

LRJ CONSULTING, INC.

HOLDING COMPANY/PARENT

yes

12/2013

May 14, 2026

JONES, LANDON, RAY

President

yes

10/2005

Feb 10, 2021

Oct 10, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.5B

n/a

2024

Mar 31, 2025

$2.1B

n/a

2023

Mar 15, 2024

$1.7B

n/a

2022

Mar 29, 2023

$921M

n/a

2021

Mar 29, 2022

$821M

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

$2.5B

$2.1B

22.6%

$921M

40.1%