Revolve Wealth Partners, LLC
Revolve Wealth Partners, LLC is an SEC-registered investment adviser headquartered in Hackensack, New Jersey. Founded in 2017 and incorporated in Delaware, the firm operates as a boutique, family-run wealth management advisory, serving a variety of individual and high net worth clients, as well as pension and profit-sharing plans. As of June 2025, the firm has 18 employees, with a majority serving as investment professionals. Revolve Wealth is committed to providing personalized advice and high-touch client service, focusing on holistic financial planning and the ongoing management of client wealth.
Investment Strategy
Revolve Wealth Partners delivers impartial, time-tested financial advice tailored to each client's goals. The firm employs a holistic, client-centric approach that emphasizes deep understanding of clients' personal circumstances, aspirations, and needs. Investment strategies are customized for individuals and families, with a focus on comprehensive wealth planning, portfolio construction, and ongoing coordination. Their offerings extend beyond traditional investment management, incorporating financial planning and coordination designed to deliver a superior, personalized client experience.
Top Holdings
Equity Positions (231)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 15.40% | $128.3M | 391,033 | $215.83 | $328.17 | +$9.0M |
I IEFA | ISHARES TR | 6.08% | $50.7M | 580,822 | $71.75 | $87.31 | +$2.2M |
I IVAL | EA SERIES TRUST | 5.07% | $42.2M | 1,399,493 | $25.28 | $30.17 | +$4.5M |
I ITAN | EA SERIES TRUST | 3.33% | $27.8M | 799,798 | $24.40 | $34.72 | +$2.7M |
H HYMB | SPDR SERIES TRUST | 3.31% | $27.6M | 1,108,013 | $26.39 | $24.93 | -$1.7M |