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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.
Latest 13F Filing Activity
Revolve Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 231 equity positions with a total 13F market value of $834M. The fund increased holdings in Vanguard Index FDS, Apple Inc., Vaneck Etf Trust among other positions. Revolve Wealth Partners, LLC reduced exposure to SPDR Series Trust, Invesco Exch TRD SLF Idx FD, Pacer FDS TR among others.
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 |
Industry Allocation
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