Revolve Wealth Partners, LLC

Revolve Wealth Partners, LLC is a registered investment adviser based in Hackensack, NJ, established in April 2017. The firm specializes in financial planning, consulting, and investment management services. As of December 2024, the firm had $1,180,023,798 of assets under management, with both discretionary and non-discretionary management options available. Clients can engage the firm for a range of financial services, including business planning, retirement planning, investment consulting, and risk management. Revolve Wealth Partners primarily allocates client assets among various mutual funds, ETFs, individual securities, and independent investment managers. The firm may recommend clients to engage in private placements, subject to certain risks and suitability considerations. For fees, the firm charges fixed fees for financial planning and consulting services, with investment management fees based on a percentage of assets under management. The fee schedule ranges from 0.90% to 1.25% based on the portfolio value. Revolve Wealth Partners may also charge additional fees for private placement investments and administrative services. The firm operates as a fiduciary, acting in the best interests of clients and disclosing any conflicts of interest, such as receiving commissions for insurance products. Clients have the option to provide investment discretion to the firm, allowing it to make decisions on their behalf. Revolve Wealth Partners does not generally vote on client securities and does not require prepayment exceeding $1,200 in fees. The firm has not been involved in any material legal or disciplinary events. Clients receive regular account statements and reports, and the firm conducts account reviews at least semi-annually.