Revolve Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Revolve Wealth Partners reports 698 clients. They include 386 individual clients, 288 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 100.0% ($1.42B across 2,450 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 10% |
| High-net-worth individuals | 41% | 87% |
| Pension and profit-sharing plans | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 386 | $147M | 10.3% | $380K |
| High-net-worth individuals | 288 | $1.24B | 87.0% | $4.3M |
| Pension and profit-sharing plans | 24 | $38.2M | 2.7% | $1.59M |
| Total | 698 | $1.42B | 100% | $2.04M |
- Clients
- 386
- Regulatory AUM
- $147M
- AUM share
- 10.3%
- Avg. per client
- $380K
- Clients
- 288
- Regulatory AUM
- $1.24B
- AUM share
- 87.0%
- Avg. per client
- $4.3M
- Clients
- 24
- Regulatory AUM
- $38.2M
- AUM share
- 2.7%
- Avg. per client
- $1.59M
Total
- Clients
- 698
- Regulatory AUM
- $1.42B
- AUM share
- 100%
- Avg. per client
- $2.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Revolve Wealth Partners charges 0.90%–1.25% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting on assets not managed by the firm
- Consulting on assets the firm does not manage may be charged a lesser fee of up to 0.50%.
- Estate planning through Vanilla
- Estate planning through Vanilla is a fixed fee of $200 to $4,500, depending on the time the process is expected to take.
- Financial planning and consulting
- Stand-alone financial planning and consulting is a negotiable fixed fee, generally $500 to $20,000.
- Retirement plan consulting
- Retirement plan consulting is individually negotiated, with an annual asset-based fee of 0.50% to 0.75%.
Daniel Katz owns 50% to 75% of Revolve Wealth Partners. The leadership team of Revolve Wealth Partners includes Chief Compliance Officer Logan Trenz. It has 19 employees, 13 of them in advisory roles.
Leadership
- Logan TrenzChief Compliance Officer
- Michael IsraelManaging Member
- Daniel KatzManaging Member
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- Jack Ryan Baron
- Robert Biesiada
- Amy Lisa Brackett
- Isaac Kohn Claar
- Steve Ellis Garrett
- Megan Grusczynski
- Michael Scott Israel
- Daniel Lawrence Katz
- Daniel Miller Kimeldorf
- Cara Geralyn Mastrangelo
- Richard Burton Rowehl JR
- Jake Steinberg
- Logan Matthew Trenz
- Vincent Edward Velicov
Staff
- 19 employees
- 13 in advisory functions
- 13 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Revolve Wealth Partners, LLC
Daniel Katz
Control person · since April 2017
- Owns 50% to 75% of Revolve Wealth Partners, LLC
Michael Israel
Control person · since April 2017
Revolve Wealth Partners’ regulatory assets grew 2.7× from $527M (July 2021) to $1.42B (August 2026); clients rose from 414 to 698 and employees from 14 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.42B | 698 | 19 | 3 |
| June 2025 | $1.18B | 665 | 18 | 3 |
| July 2024 | $1.04B | 624 | 18 | 3 |
| June 2023 | $657M | 589 | 18 | 2 |
| May 2022 | $640M | 547 | 17 | 1 |
| July 2021 | $527M | 414 | 14 | 1 |
Besides its headquarters, Revolve Wealth Partners has 2 offices, with 3 listed addresses in New Jersey and New York.
New Jersey · 2 listed addresses
- 411 Hackensack Avenue, Suite 1005, HackensackHQ
- 1200 Morris Turnpike, Short Hills
New York · 1 listed address
- 750 Lexington Avenue, New York
Contact and registration details
- Legal name
- Revolve Wealth Partners, LLC
- Headquarters
- 411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601
- Website
- revolvewealthpartners.com
- Phone
- 201-373-2163
- @revolvewealthpartners
- SEC file
- 801-110397
- Structure
- Delaware LLC
- Fiscal year end
- December
Revolve Wealth Partners uses Charles Schwab ($1.27B) as custodian for its separately managed accounts. Revolve Wealth Partners has custody of $653M in client assets for 262 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.27B100%
At year end, Revolve Wealth Partners’ separately managed accounts were mostly in funds (69%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $965M across 356 positions; the largest are Vanguard Index Fds (13.9%), iShares TR (5.3%) and EA Series Trust (4.5%).
What the accounts hold
- Stocks15%
- Exchange-traded equities14%
- Non-exchange-traded equities1%
- Funds69%
- Bonds10%
- State and local bonds8%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other2%
- Derivatives1%
- Real estate and private placements/alternatives1%
Reported 13F holdings
- $965M
- Reported 13F value
- 356
- Positions
- 43.7%
- In the 10 largest
- +25.4%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt13.9%
- iShares TR · Core MSCI Eafe5.3%
- EA Series Trust · Intl Quan Value4.5%
- EA Series Trust · US Quan Momentum3.4%
- EA Series Trust · Spar Int Val ETF3.2%
- Schwab Strategic TR · Intl Eqty ETF3.1%
- Cambria ETF TR · Shshld Yield ETF3.1%
- SPDR Series Trust · ST Nuve High ETF3.0%
- Apple Inc.2.1%
- SPDR Series Trust · ST Str Nuvee ETF2.1%
Together, the ten largest are 43.7% of reported value.
How many clients does Revolve Wealth Partners have?
Revolve Wealth Partners has 698 clients and manages $1.42 billion for them, as of August 2026. They include 386 individual clients, 288 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Revolve Wealth Partners offer?
Revolve Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, retirement plan services, 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 Revolve Wealth Partners charge?
Revolve Wealth Partners charges 0.90%–1.25% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance or in arrears and is negotiable.
Source: DISCLOSURE BROCHURE FOR REVOLVE WEALTH PARTNERS, LLC, filed 10 March 2026
Which custodians does Revolve Wealth Partners use?
Revolve Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.27B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Revolve Wealth Partners have?
Revolve Wealth Partners has 13 investment adviser representatives registered with state securities authorities, out of 19 employees, and 13 perform investment advisory functions. 0 employees are registered representatives 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 Revolve Wealth Partners invest in?
At the end of its last fiscal year, Revolve Wealth Partners’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 8% state and local bonds, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Real Estate and Private Placements/Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Revolve Wealth Partners?
Revolve Wealth Partners’ direct owners are Daniel Katz (50% to 75%) and Michael Israel (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Revolve Wealth Partners get paid?
Revolve Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 Revolve Wealth Partners?
Revolve Wealth Partners’ main office is at 411 Hackensack Avenue, Suite 1005, Hackensack, NJ 07601. Its phone number is 201-373-2163. Its website is revolvewealthpartners.com.