Revisor Wealth Management LLC
Revisor Wealth Management LLC is an independent, SEC-registered investment adviser based in Solon, Ohio, founded in 2004. The firm provides investment advisory and holistic wealth management services to individuals, high net worth clients, and financial professionals, with a focus on long-term strategies, personalized financial planning, and integrated tax, estate, and insurance solutions. Revisor typically requires a $250,000 minimum account size and operates with a fiduciary duty, emphasizing transparency, fee-only advice, and risk management. The firm does not have custody of client funds and utilizes qualified custodians. The team is led by founder Landon Jones, MBA, CFP®, and supports a modern wealth management platform serving clients nationally.
Investment Strategy
Revisor Wealth Management deploys a long-term, risk-managed investment approach primarily using low-cost mutual funds and ETFs tailored to client objectives. The firm conducts fundamental analysis to build customized portfolios, allows for client-imposed restrictions, and often integrates unaffiliated money managers when appropriate. The investment strategy is coordinated with integrated tax, estate, and insurance planning for holistic client outcomes. The firm emphasizes transparent, fee-only service and does not accept commissions or participate in soft-dollar arrangements.
Top Holdings
Equity Positions (266)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 5.61% | $16.3M | 694,514 | $23.03 | $23.47 | +$853.8K |
A AAPL | APPLE INC | 4.82% | $14.0M | 54,940 | $206.28 | $254.63 | +$2.5M |
V VIGI | VANGUARD WHITEHALL FDS | 3.72% | $10.8M | 119,455 | $80.43 | $89.57 | +$348.2K |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.69% | $10.7M | 127,777 | $81.12 | $84.11 | +$472.9K |
M MSFT | MICROSOFT CORP | 3.50% | $10.1M | 19,422 | $378.35 | $517.95 | +$349.4K |