DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Revere Wealth Management LLC
Latest filing Aug 20, 2026
First filing on the tape Mar 31, 2017 · 24 filings
SEC status approved since Apr 21, 2017
RAUM
$78.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$78.3M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$13.0M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$78.3M as of Aug 20, 2026
Jun 26, 2017$99.7M then
HNW client RAUM$38.4M as of Aug 20, 2026
Mar 30, 2018$36.1M then
State-registered IARs (5.B.3)7 as of Aug 20, 2026
Jun 26, 20172 then
Employees (5.A)7 as of Aug 20, 2026
Jun 26, 20174 then
Private funds: no history
RAUM +2.0% over the last fiscal year-15% a year over threeIARs 5 to 7
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $13.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 17derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.6MderivedHNW RAUM over HNW clients
- Average account
- $775,166derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 2.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$39.9M51%
- High-net-worth individuals$38.4M49%
- Individual clients
- 97reported
- HNW clients
- 4reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 101reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Scott Howard Fullman | New York, Ny | May 1, 2019 | 40 y | 1 |
| Fitzgerald Miller | New York, Ny | Apr 27, 2023 | 26 y | 4 |
| Dajun Xu | New York, Ny | Jun 4, 2024 | 15 y | 0 |
| Devin Osceola Cottrell | New York, Ny | Feb 10, 2026 | 10 y | 0 |
| Kyle Thomas Kadish | New York, Ny | Mar 4, 2026 | 20 y | 4 |
| Jacqueline B Sherry | New York, Ny | Jun 29, 2026 | 14 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Thomas Liam Irwin to Hightower Advisors, LLCMay 25, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Kyle Thomas Kadish from Ibn Financial Services, IncMar 4, 2026 · RIA to RIA
- Thomas Liam Irwin from Kkm Financial LLCMay 1, 2023 · RIA to RIA
- Fitzgerald Miller from Janney Montgomery Scott LLCApr 27, 2023 · Affiliated broker-dealer or bank to independent RIA
- Scott Howard Fullman from Olympian Investment Management, LLCMay 1, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Howard Scott Fullman · President / Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- Francis William Moreno · Ceo, Cfo, Managing Membercontrolsince 01/2014 · owns 10% to 25%
- Francis William Moreno · Ceo/Executive Chairmansince 06/2009 · owns 25% to 50% of Revere Investment Holdings LLC
Entity owners
- Revere Investment Holdings LLC · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- Revere Securities LLCbroker-dealerinvestment advisern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 6 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL1 employees
- Boston, MA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 5 to 7Feb 27, 2026 to Mar 31, 2026
- Advisory activities · 2 to 3Feb 27, 2026 to Mar 31, 2026
- BD registered reps · 6 to 7Feb 27, 2026 to Mar 31, 2026
- Employees · 6 to 7Feb 27, 2026 to Mar 31, 2026
- Insurance-licensed employees · 0 to 1Feb 27, 2026 to Mar 31, 2026
- State-registered IARs · 5 to 7Feb 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $76.8M to $78.3MFeb 27, 2026 to Mar 31, 2026
- HNW RAUM · $37.0M to $38.4MFeb 27, 2026 to Mar 31, 2026
- Individual RAUM · $39.8M to $39.9MFeb 27, 2026 to Mar 31, 2026
- RAUM · $76.8M to $78.3MFeb 27, 2026 to Mar 31, 2026
- Financial planning clients · 0 to 0Apr 2, 2024 to Apr 2, 2025
- Accounts · 369 to 101Feb 29, 2024 to Apr 2, 2024
- Advisory employees · 6 to 5Feb 29, 2024 to Apr 2, 2024
- HNW clients · 147 to 4Feb 29, 2024 to Apr 2, 2024
- Individual clients · 222 to 97Feb 29, 2024 to Apr 2, 2024
- State-registered IARs · 6 to 5Feb 29, 2024 to Apr 2, 2024
- Other offices · 3 to 2Feb 29, 2024 to Apr 2, 2024
- Discretionary RAUM · $129M to $76.8MFeb 29, 2024 to Apr 2, 2024
- HNW RAUM · $40.3M to $37.0MFeb 29, 2024 to Apr 2, 2024
- Individual RAUM · $88.8M to $39.8MFeb 29, 2024 to Apr 2, 2024
- RAUM · $129M to $76.8MFeb 29, 2024 to Apr 2, 2024
- Advisory employees · 10 to 6Mar 29, 2023 to Oct 6, 2023
- Advisory activities · 3 to 2Mar 29, 2023 to Oct 6, 2023
- BD registered reps · 10 to 6Mar 29, 2023 to Oct 6, 2023
- Employees · 10 to 6Mar 29, 2023 to Oct 6, 2023
- State-registered IARs · 10 to 6Mar 29, 2023 to Oct 6, 2023
- Accounts · 160 to 369Oct 14, 2022 to Mar 29, 2023
- HNW clients · 55 to 147Oct 14, 2022 to Mar 29, 2023
- Individual clients · 105 to 222Oct 14, 2022 to Mar 29, 2023
- Discretionary RAUM · $175M to $129MOct 14, 2022 to Mar 29, 2023
- HNW RAUM · $87.7M to $40.3MOct 14, 2022 to Mar 29, 2023
- Individual RAUM · $87.5M to $88.8MOct 14, 2022 to Mar 29, 2023
- RAUM · $175M to $129MOct 14, 2022 to Mar 29, 2023
- Accounts · 107 to 160Jan 19, 2022 to Mar 31, 2022
- Advisory employees · 6 to 10Jan 19, 2022 to Mar 31, 2022
- Advisory activities · 2 to 3Jan 19, 2022 to Mar 31, 2022
- BD registered reps · 6 to 10Jan 19, 2022 to Mar 31, 2022
- HNW clients · 44 to 55Jan 19, 2022 to Mar 31, 2022
- Individual clients · 63 to 105Jan 19, 2022 to Mar 31, 2022
- Employees · 6 to 10Jan 19, 2022 to Mar 31, 2022
Signals
8 dated events
- 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)Oct 6, 2023 · Control person left · inference
- 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)Oct 6, 2023 · Control person left · inference
- Thomas Liam Irwin left Revere Wealth Management Llc for Hightower Advisors, Llc (registered 2026-02-24)May 25, 2023 · Advisor changed firm · fact
- Michael Kyle Wool (Managing Member/Control Person/Principal) appeared on Schedule A of Revere Wealth Management LlcMar 29, 2023 · Control person joined · fact
- Andrew Harvey Mcgrath (Shareholder) no longer on Schedule A of Revere Wealth Management Llc (listed 2022-01-19, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Joseph Charles Slavinsky (Chief Compliance Officer) no longer on Schedule A of Revere Wealth Management Llc (listed 2022-01-14, absent 2022-01-19)Jan 19, 2022 · Control person left · inference
- Howard Scott Fullman (Chief Compliance Officer) appeared on Schedule A of Revere Wealth Management LlcJan 19, 2022 · Control person joined · fact
- Revere Wealth Management Llc filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@reveresecurities.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 212-688-2350reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 212-688-2454reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-994-0445reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/reveresecuritiesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- reveresecurities.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-688-2350reportedpublic record, Form ADV, Aug 20, 2026
- Team page
- reveresecurities.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $13.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026