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
Revolve Wealth Partners, LLC
Latest filing Aug 18, 2026
First filing on the tape Apr 5, 2017 · 46 filings
SEC status approved since Apr 14, 2017
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.4B individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$102M
derived; firm RAUM over IAPD count
Employees
19
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$1.4B as of Aug 18, 2026
Mar 30, 2018$268M then
HNW client RAUM$1.2B as of Aug 18, 2026
Mar 30, 2018$227M then
State-registered IARs (5.B.3)13 as of Aug 18, 2026
Mar 30, 20183 then
Employees (5.A)19 as of Aug 18, 2026
Mar 30, 20186 then
Private funds: no history
RAUM +20% over the last fiscal year+29% a year over threeIARs 12 to 13
Practice profile
derived from the filing of Aug 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $102MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.3MderivedHNW RAUM over HNW clients
- Average account
- $580,349derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 4.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +8.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.8%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $653M, 262 clientsreportedItem 9.A
- 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 an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.2B87%
- Individuals$147M10%
- Pension and profit-sharing plans$38.2M2.7%
- Individual clients
- 386reported
- HNW clients
- 288reported
- Pension plan clients
- 24reported
- Charitable clients
- 0reported
- Accounts
- 2,450reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $653M for 262 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Lawrence KatzCertified Financial Planner | Hackensack, Nj | Apr 28, 2017 | 21 y | 2 |
| Michael Scott IsraelCertified Financial Planner | Hackensack, Nj | May 23, 2017 | 23 y | 2 |
| Logan Matthew TrenzCertified Financial Planner | Hackensack, Nj | May 23, 2017 | 17 y | 1 |
| Daniel Miller KimeldorfCertified Financial Planner, Chartered Financial Analyst | Hackensack, Nj | Jan 5, 2021 | 12 y | 0 |
| Jake SteinbergCertified Financial Planner | Hackensack, Nj | Mar 4, 2021 | 12 y | 0 |
| Amy Lisa BrackettCertified Financial Planner, Chartered Financial Analyst | Hackensack, Nj | Jun 24, 2021 | 19 y | 0 |
| Jack Ryan Baron | Hackensack, Nj | Oct 17, 2022 | 22 y | 0 |
| Robert BiesiadaCertified Financial Planner | Hackensack, Nj | Oct 4, 2023 | 21 y | 0 |
| Isaac Kohn ClaarCertified Financial Planner | Hackensack, Nj | Nov 30, 2023 | 13 y | 0 |
| Megan GrusczynskiCertified Financial Planner | Hackensack, Nj | Feb 28, 2025 | 12 y | 0 |
| Richard Burton Rowehl | Hackensack, Nj | Oct 10, 2025 | 36 y | 5 |
| Steve Ellis Garrett | Hackensack, Nj | Jan 5, 2026 | 12 y | 0 |
| Vincent Edward Velicov | Hackensack, Nj | Jan 13, 2026 | 10 y | 0 |
| Cara Geralyn MastrangeloCertified Financial Planner | Hackensack, Nj | May 27, 2026 | 10 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 7.1% of current headcount3 left over 36 months
Left, latest
- Joshua Michael Joffe to SavvyMar 19, 2026 · RIA to RIA
- John Edward Tevnan to Sax Wealth Advisors, LLCApr 16, 2025 · RIA to RIA
- Alexandra Mary Rooney to Main Street Research LLCJul 2, 2024 · RIA to RIA
- Sophie Ilana Bruskof to J.P. Morgan Securities LLCSep 12, 2023 · RIA to wirehouse
- Jayme-Lee C Kyritz to RBC Rochdale, LLCApr 4, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Richard Burton Rowehl from Mma Securities LLCOct 10, 2025 · Other
- Alexandra Mary Rooney from Scs Capital Management LLCMay 12, 2023 · RIA to RIA
- Jayme-Lee C Kyritz from Morgan StanleyJan 27, 2021 · Wirehouse to independent RIA
- Michael Scott Israel from Oppenheimer & Co. Inc.May 23, 2017 · Other
- Logan Matthew Trenz from Oppenheimer & Co. Inc.May 23, 2017 · Other
- Daniel Lawrence Katz from Oppenheimer & Co. Inc.Apr 28, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Oppenheimer & Co. Inc.May 5, 2017 · Saddle Brook, Nj
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Michael Israel · Managing Membercontrolsince 04/2017 · owns 50% to 75%
- Lawrence Daniel Katz · Managing Membercontrolsince 04/2017 · owns 50% to 75%
- M Logan Trenz · Chief Compliance Officercontrolsince 04/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hackensack, Nj · principal | 14 | 4 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Livingston, NJ13 employees
- New York, NY13 employees
What changed
consecutive filings, newest first
- Advisory employees · 14 to 13Jun 4, 2026 to Aug 18, 2026
- Employees · 20 to 19Jun 4, 2026 to Aug 18, 2026
- State-registered IARs · 14 to 13Jun 4, 2026 to Aug 18, 2026
- Advisory employees · 13 to 14Mar 20, 2026 to Jun 4, 2026
- Employees · 19 to 20Mar 20, 2026 to Jun 4, 2026
- State-registered IARs · 13 to 14Mar 20, 2026 to Jun 4, 2026
- Accounts · 2,914 to 2,450Jan 28, 2026 to Mar 20, 2026
- Advisory employees · 14 to 13Jan 28, 2026 to Mar 20, 2026
- HNW clients · 225 to 288Jan 28, 2026 to Mar 20, 2026
- Individual clients · 418 to 386Jan 28, 2026 to Mar 20, 2026
- Pension plan clients · 22 to 24Jan 28, 2026 to Mar 20, 2026
- Assets in custody · $660M to $653MJan 28, 2026 to Mar 20, 2026
- Employees · 20 to 19Jan 28, 2026 to Mar 20, 2026
- State-registered IARs · 14 to 13Jan 28, 2026 to Mar 20, 2026
- Discretionary RAUM · $1.2B to $1.4BJan 28, 2026 to Mar 20, 2026
- HNW RAUM · $1.0B to $1.2BJan 28, 2026 to Mar 20, 2026
- Individual RAUM · $140M to $147MJan 28, 2026 to Mar 20, 2026
- Pension RAUM · $34.1M to $38.2MJan 28, 2026 to Mar 20, 2026
- RAUM · $1.2B to $1.4BJan 28, 2026 to Mar 20, 2026
- Advisory employees · 13 to 14Dec 2, 2025 to Jan 28, 2026
- Employees · 19 to 20Dec 2, 2025 to Jan 28, 2026
- State-registered IARs · 13 to 14Dec 2, 2025 to Jan 28, 2026
- Advisory employees · 12 to 13Jun 23, 2025 to Nov 4, 2025
- Employees · 18 to 19Jun 23, 2025 to Nov 4, 2025
- State-registered IARs · 12 to 13Jun 23, 2025 to Nov 4, 2025
- Financial planning clients · 251-500 to 251-500Apr 22, 2025 to Jun 23, 2025
- Accounts · 3,876 to 2,914Sep 4, 2024 to Apr 22, 2025
- HNW clients · 233 to 225Sep 4, 2024 to Apr 22, 2025
- Individual clients · 367 to 418Sep 4, 2024 to Apr 22, 2025
- Pension plan clients · 24 to 22Sep 4, 2024 to Apr 22, 2025
- Assets in custody · $302M to $660MSep 4, 2024 to Apr 22, 2025
- Discretionary RAUM · $1.0B to $1.2BSep 4, 2024 to Apr 22, 2025
- HNW RAUM · $849M to $1.0BSep 4, 2024 to Apr 22, 2025
- Individual RAUM · $162M to $140MSep 4, 2024 to Apr 22, 2025
- Pension RAUM · $28.7M to $34.1MSep 4, 2024 to Apr 22, 2025
- RAUM · $1.0B to $1.2BSep 4, 2024 to Apr 22, 2025
- Advisory employees · 13 to 12Apr 24, 2024 to Jul 2, 2024
- Employees · 19 to 18Apr 24, 2024 to Jul 2, 2024
- State-registered IARs · 13 to 12Apr 24, 2024 to Jul 2, 2024
- Accounts · 3,243 to 3,876Mar 18, 2024 to Apr 24, 2024
Signals
8 dated events
- Joshua Michael Joffe left Revolve Wealth Partners, Llc for Savvy (registered 2026-03-06)Mar 19, 2026 · Advisor changed firm · fact
- John Edward Tevnan left Revolve Wealth Partners, Llc for Sax Wealth Advisors, Llc (registered 2025-04-27)Apr 16, 2025 · Advisor changed firm · fact
- Alexandra Mary Rooney left Revolve Wealth Partners, Llc for Main Street Research Llc (registered 2024-07-29)Jul 2, 2024 · Advisor changed firm · fact
- Revolve Wealth Partners, Llc reported RAUM $837.6M, up 27% from $657.3M (2023-12-22 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- Sophie Ilana Bruskof left Revolve Wealth Partners, Llc for J.P. Morgan Securities Llc (registered 2023-11-10)Sep 12, 2023 · Advisor changed firm · fact
- Jayme-Lee C Kyritz left Revolve Wealth Partners, Llc for Rbc Rochdale, Llc (registered 2023-03-11)Apr 4, 2023 · Advisor changed firm · fact
- Revolve Wealth Partners, Llc reported RAUM $527.3M, up 42% from $372.0M (2021-02-16 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- Finn Advisors, Llc filed its initial SEC registration (Form ADV)Apr 5, 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 phone
- 201-373-2163reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 866-496-4943reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/REVOLVEWEALTHPARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- REVOLVEWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 201-373-2163reportedpublic record, Form ADV, Aug 18, 2026
- Contact form
- revolvewealth.com/contact-usreportedpublished 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
- $102Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026