Revisor Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Revisor Wealth Management reports 3,132 clients. They include 2,533 individual clients, 537 high-net-worth individuals, and 33 corporations and other businesses. Of its assets, 100.0% ($2.53B across 7,480 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 26% |
| High-net-worth individuals | 17% | 69% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,533 | $660M | 26.1% | $260K |
| High-net-worth individuals | 537 | $1.74B | 68.7% | $3.23M |
| Pension and profit-sharing plans | 2 | $4.88M | 0.2% | $2.44M |
| Charitable organizations | 27 | $81M | 3.2% | $3M |
| Corporations and other businesses | 33 | $47.3M | 1.9% | $1.43M |
| Total | 3,132 | $2.53B | 100% | $808K |
- Clients
- 2,533
- Regulatory AUM
- $660M
- AUM share
- 26.1%
- Avg. per client
- $260K
- Clients
- 537
- Regulatory AUM
- $1.74B
- AUM share
- 68.7%
- Avg. per client
- $3.23M
- Clients
- 2
- Regulatory AUM
- $4.88M
- AUM share
- 0.2%
- Avg. per client
- $2.44M
- Clients
- 27
- Regulatory AUM
- $81M
- AUM share
- 3.2%
- Avg. per client
- $3M
- Clients
- 33
- Regulatory AUM
- $47.3M
- AUM share
- 1.9%
- Avg. per client
- $1.43M
Total
- Clients
- 3,132
- Regulatory AUM
- $2.53B
- AUM share
- 100%
- Avg. per client
- $808K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Revisor Wealth Management charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly financial planning or consulting at $250 per hour, or a negotiable fixed fee per engagement.
LRJ Consulting, Inc. owns 75% or more of Revisor Wealth Management and is in turn owned by Landon Jones (75% or more). The leadership team of Revisor Wealth Management includes President Landon Jones. It has 11 employees, 7 of them in advisory roles.
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- 4 soliciting firms
- Owns 75% or more of Revisor Wealth Management LLC
LRJ Consulting, Inc.
Control person · since December 2013
- Owns 75% or more of LRJ Consulting, Inc.
Landon Jones
Control person · since October 2005
- Owns 10% to 25% of Revisor Wealth Management LLC
Ethan Dunbar
Control person · since March 2018
Revisor Wealth Management’s regulatory assets grew 5.5× from $459M (March 2021) to $2.53B (May 2026); clients rose from 554 to 3,132 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $2.53B | 3,132 | 11 | 3 |
| May 2025May 2025 | $2.06B | 3,090 | 9 | 4 |
| Jul 2024July 2024 | $1.72B | 2,508 | 9 | 2 |
| Jun 2023June 2023 | $921M | 1,227 | 10 | 3 |
| Apr 2022April 2022 | $782M | 842 | 8 | 3 |
| Mar 2021March 2021 | $459M | 554 | 6 | 2 |
Besides its headquarters, Revisor Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Ohio · 1 listed address
- 2650 W. Market St., 2nd Floor, AkronHQ
Other business names
Revisor Wealth Management has reported 3 other business names to the SEC.
- Revisor
- Revisor Partners
- Revisor Solutions
Contact and registration details
- Legal name
- Revisor Wealth Management LLC
- Headquarters
- 2650 W. Market St., 2nd Floor, Akron, OH 44333
- Website
- revisorwealth.com
- Phone
- 440-248-3355
- SEC file
- 801-120505
- Founded
- 2004
- Structure
- Ohio LLC
- Fiscal year end
- December
Revisor Wealth Management’s named custodians for separately managed accounts include Charles Schwab ($1.62B, 64%), Fidelity ($895M, 35%) and Interactive Brokers ($11.4M, 0%). Revisor Wealth Management has custody of $35.2M for 165 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.62B64%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $895M35%
- OtherInteractive Brokers, Altruist0%
At year end, Revisor Wealth Management’s separately managed accounts were mostly in funds (64%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $416M across 371 positions; the largest are Schwab Strategic TR (4.0%), Apple Inc. (3.7%) and Vanguard Scottsdale Fds (2.8%).
What the accounts hold
- Stocks24%
- Funds64%
- Bonds9%
- Investment grade corporate bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash3%
How many clients does Revisor Wealth Management have?
Revisor Wealth Management has 3,132 clients and manages $2.53 billion for them, as of May 2026. They include 2,533 individual clients, 537 high-net-worth individuals, and 33 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Revisor Wealth Management offer?
Revisor Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Revisor Wealth Management charge?
Revisor Wealth Management charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Revisor Wealth Management use?
Revisor Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.62B, Fidelity Brokerage Services LLC (Smithfield, RI), with $895M, Interactive Brokers LLC (Greenwich, CT), with $11.4M and Altruist Financial LLC (Culver City, CA), with $47K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Revisor Wealth Management have?
Revisor Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Revisor Wealth Management invest in?
At the end of its last fiscal year, Revisor Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 5% investment grade corporate bonds, 3% U.S. government and agency bonds, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Revisor Wealth Management?
Revisor Wealth Management is owned through a holding company by Landon Jones. Its direct owners are LRJ Consulting, Inc. (75% or more) and Ethan Dunbar (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Revisor Wealth Management get paid?
Revisor Wealth Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Revisor Wealth Management?
Revisor Wealth Management’s main office is at 2650 W. Market St., 2nd Floor, Akron, OH 44333. Its phone number is 440-248-3355. Its website is revisorwealth.com.