Revalue LLC logo

Revalue LLC

Updated today

Client assets under management

$93,861,437

Clients

254

60% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

64

Typical

Average account size

$369,533

About

Revalue serves individual investors (including a substantial share of lower‑income "ALICE" households) and mission‑driven institutional clients with a mix of financial planning, discretionary investment management, project‑based financial consulting, and referral services. The firm offers both complimentary community education and paid subscription products alongside traditional portfolio management, so clients can access education, curated investment research, or ongoing advisory relationships depending on their needs.

The firm frames investment advice through a values‑aligned, ESG‑oriented process that integrates quantitative and qualitative analysis and explicit values‑alignment tools; clients receive written investment policy statements and may access portfolio impact reporting and tax‑planning tools as part of engagements. Revalue also makes community investments available through curated data rooms and provides execution and monitoring support for those placements within its advisory framework, with an emphasis on education and advisor guidance for less experienced investors.

Notable distinctions include Revalue’s employee‑owned Certified B Corporation status and public third‑party scoring disclosure, its multi‑office footprint (nine offices, uncommon for firms of this size), and an uncommon subscription offering that gives retail investors access to planning software and curated data rooms. The firm emphasizes community education and workshops via its online community platform and provides multilingual services and cross‑cultural outreach, reflecting its mission‑driven focus and an explicit effort to serve underserved client segments.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Subscription

Expertise

ESG / Sustainable investing

Demographic focus

Values-based investing

Fee options

Percentage

$0 - $5,000,000: 1.25% annually $5,000,000 - $10,000,000: 1.0% annually $10,000,000+: Negotiated

Subscriptions

RightCapital software $200/month; Data Room access $200/month; Both combined $350/month

Other

Fee-only: Financial Consulting fees: Roadmapping Session $175; Advisor as Curator services ranging from $150 to $300; Advisor at Your Table $2,000 one-time; Advisor as Your Strategist $7,000-$10,000 one-time

Main office location

Revalue LLC

2 Fulton St W

Grand Rapids MI 49503, United States

Number of offices

9

Most active in

California · Maryland · Massachusetts · Michigan · Minnesota · New York · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Angela B

Series 63, Series 66

Howell, MI

Revalue LLC

Angela Barbash is a financial advisor at Revalue LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Revalue and its affiliated entity Reconsider since 2012, with a brief tenure at Symmetry Financial in 2016. Revalue serves individual investors across wealth levels and mission-driven institutional clients, offering financial consulting, investor guidance, and discretionary investment management. The firm employs a values-driven, fundamental investment process with an ESG overlay and provides services through various engagement models, including subscription-based education, consulting, and full investment management.

ESG / Sustainable investing Values-based investing
user avatar

Rebecca B

Series 65

Minneapolis, MN

Revalue LLC

Rebecca Blumenshine is a financial advisor at Revalue LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She previously worked at Communitas Financial Planning PBC and Ecolab. Since 2022, she has been the founder of Both/And Finance, a financial education and philanthropic coaching firm. Revalue serves individual investors and mission-driven institutional clients by offering investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and incorporates community investments into asset allocation.

ESG / Sustainable investing Values-based investing
user avatar

Jane B

Series 65

New York, NY

Revalue LLC

Jane Bunch is a financial advisor at Revalue LLC in New York, NY, holding a Series 65 credential. She has been with Revalue since 2020 and has prior experience at Zingerman's Cornman Farms and Sweetwaters Coffee and Tea. Revalue serves individual investors and mission-driven institutional clients with investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and offers a unique subscription-based educational platform alongside traditional portfolio management services.

ESG / Sustainable investing Values-based investing
user avatar

Michelle H

Series 66

Grand Rapids, MI

Revalue LLC

Michelle Hoexum is a financial advisor at Revalue LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Revalue since 2019. Prior to this, she was with Centennial Securities Company from 2015 to 2017. Outside of her advisory role, she serves as Chief Growth Officer for Propeller LLC, assisting non-profits and start-ups with revenue strategies related to sales and donations. Revalue LLC provides services to individual investors and mission-driven institutional clients, offering financial consulting, portfolio management, and educational resources. The firm employs a values-driven, fundamental, value-oriented investment approach with an ESG overlay and emphasizes community investments within its asset allocation.

ESG / Sustainable investing Values-based investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")