Revel Wealth Management
Registered investment adviser · Elmwood Park, NJ · CRD #340306
Form ADV data as of 2026-09-01Regulatory assets
$258.9 million
Total accounts
102
Employees
2
Disclosure events
0
Firm details
- Website: https://www.revelwm.com
- Telephone: 316-518-3615
- SEC file number: 801-135462
- Most recent Form ADV filing: 2026-07-23
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $258.9 million |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $258.9 million |
| Discretionary accounts | 102 |
| Non-discretionary accounts | 0 |
| Total accounts | 102 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 2 |
| Employees performing investment advisory functions (including research) | 2 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $3.0 million |
| Clients for whom the firm has custody | 15 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 45 | $7.3 million |
| High net worth individuals | 4 | $251.6 million |