A complete list of active advisors currently associated with Revel Wealth Management

Warmer can help you find a great advisor at Revel Wealth Management or one who fits your needs even better.

Revel Wealth Management provides discretionary Wealth Management and stand‑alone Financial Consulting services to individuals, families, business owners, trusts, estates, charitable organizations and other business entities. Its Wealth Management program employs a broad set of instruments — including stocks, bonds, mutual funds, ETFs, REITs, structured notes and options — and the firm may recommend third‑party money managers or asset‑management programs to implement strategies. The firm describes an investment process that blends quantitative and qualitative analysis, modern portfolio theory and charting to construct and monitor portfolios, and it implements both long‑ and short‑term strategies as appropriate. Accounts are typically managed on a discretionary basis with ongoing monitoring, rebalancing and trade execution, and the brochure highlights risks tied to liquidity, options, margin and alternative investments. A notable feature is that, in addition to customary asset‑based advisory fees, the firm offers Financial Consulting with non‑AUM billing arrangements (fixed or advance‑billed consulting fees), an arrangement that is less common among managers focused on pooled or institutional mandates. The brochure also discloses this is an initial filing with no assets to report, describes custodial benefits received from recommended custodians, and states that proxy voting is left to clients rather than being undertaken by the firm.

To learn more about the advisors currently working at Revel Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.