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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REVALUE LLC

CRD 165499

GRAND RAPIDS, MI

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:c058bb10-4710-5c07-5ffa-7c749ae412ef

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 0
On other graphs: 0
Observed: May 1, 2025 to May 6, 2026
5 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=0.73 fund_share=0.0 institutional_share=0.27 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $129MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $129M
Private client RAUM: $93.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $32.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 501
Individual clients: 102
High net worth clients: 152
SEC number: 801-132390
CRD: 165499
Filings on the tape: 5
First filed: May 1, 2025
Latest filed: May 6, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

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

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ANGELA LOUISE BARBASH	n/a	Howell, MI \| GRAND RAPIDS, MI	22	2	no
MICHELLE M HOEXUM	n/a	Grand Rapids, MI \| GRAND RAPIDS, MI	18	4	no
Jane Bunch	n/a	GRAND RAPIDS, MI \| New York, NY	14	1	no
Rebecca Blumenshine	n/a	GRAND RAPIDS, MI \| Minneapolis, MN	13	2	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
BARBASH, ANGELA, LOUISE	COO/CCO	Na	yes	08/2013	May 6, 2026	May 6, 2026
DAVIS, ERIC, NATHAN	Member	B	yes	07/2015	May 6, 2026	May 6, 2026
PIERIS CAPITAL LLC	Member	B	yes	08/2013	May 6, 2026	May 6, 2026
PROPELLER LLC	Member	B	yes	01/2022	May 6, 2026	May 6, 2026
RECONSIDER LLC	Member	C	yes	02/2013	May 6, 2026	May 6, 2026
BALLIET, CLARA, JUNE	Member	Na	no	01/2022	May 6, 2026	May 6, 2026

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 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$129M	$129M	8	4	8	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
0	0	0	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	$129M	n/a	n/a	n/a	n/a	8	n/a	8	n/a

Relationships

Controls (5)

← PIERIS CAPITAL LLCOwnerMEMBER, ownership code B, domestic entity
May 6, 2026 to presentfactForm ADV
← RECONSIDER LLCOwnerMEMBER, ownership code C, domestic entity
May 6, 2026 to presentfactForm ADV
← DAVIS, ERIC, NATHANOwnerMEMBER, ownership code B, individual
May 6, 2026 to presentfactForm ADV
← BARBASH, ANGELA, LOUISEOwnerCOO/CCO, ownership code NA, individual
May 6, 2026 to presentfactForm ADV
← PROPELLER LLCOwnerMEMBER, ownership code B, domestic entity
May 6, 2026 to presentfactForm ADV

Owns (1)

← BALLIET, CLARA, JUNEOwnerMEMBER, ownership code NA, individual
May 6, 2026 to presentfactForm ADV

Registered with (6)

← ANGELA LOUISE BARBASHAdvisorregistration: previous registration
May 30, 2013 to Dec 31, 2025factForm ADV
← MICHELLE M HOEXUMAdvisorregistration: previous registration
Nov 16, 2019 to Dec 31, 2025factForm ADV
← Jane BunchAdvisorregistration: previous registration
Jan 28, 2025 to Dec 31, 2025factForm ADV
← Rebecca BlumenshineAdvisorregistration: previous registration
Nov 14, 2024 to Dec 31, 2025factForm ADV
← CHRISTOPHER RANDOLPH BACCELLAAdvisorregistration: previous registration
Jan 15, 2019 to Apr 29, 2019factForm ADV
← EDWARD PEYTON LEDERMANNAdvisorregistration: previous registration
Jan 25, 2017 to Jul 26, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c058bb10-4710-5c07-5ffa-7c749ae412ef
First observed: May 1, 2025
Last observed: May 6, 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.

REVALUE LLC

CRD 165499

GRAND RAPIDS, MI

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:c058bb10-4710-5c07-5ffa-7c749ae412ef

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANGELA LOUISE BARBASH

n/a

Howell, MI | GRAND RAPIDS, MI

MICHELLE M HOEXUM

n/a

Grand Rapids, MI | GRAND RAPIDS, MI

Jane Bunch

n/a

GRAND RAPIDS, MI | New York, NY

Rebecca Blumenshine

n/a

GRAND RAPIDS, MI | Minneapolis, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARBASH, ANGELA, LOUISE

COO/CCO

yes

08/2013

May 6, 2026

DAVIS, ERIC, NATHAN

Member

yes

07/2015

May 6, 2026

PIERIS CAPITAL LLC

Member

yes

08/2013

May 6, 2026

PROPELLER LLC

Member

yes

01/2022

May 6, 2026

RECONSIDER LLC

Member

yes

02/2013

May 6, 2026

BALLIET, CLARA, JUNE

Member

01/2022

May 6, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$129M

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

$129M

n/a