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Revland Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,524,106
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$315,513
About
Revland Wealth Advisors is an independent registered investment advisor that provides discretionary investment management along with financial planning and consulting primarily to high‑net‑worth individuals, families, trusts, and estates. The firm typically constructs customized portfolios using individual equities and may also employ ETFs, covered options, and alternative investments as appropriate to client objectives.
The firm combines fundamental and technical analysis in a generally long‑term investment approach while retaining the flexibility to rebalance or execute shorter‑term trades and use cash positions as hedges when warranted. Services are delivered through direct, ongoing contact with a small client base and include the option for standalone consulting engagements.
What distinguishes the firm from many peers is the availability of a performance‑based fee arrangement for qualified clients, structured with safeguards such as a high‑water‑mark, which is uncommon among independent advisers. The practice operates with a very small, concentrated roster managed by a single advisor and uses an institutional custody platform for operational support, and it accepts a broader set of instruments (options and alternative investments) that can affect suitability and execution considerations.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
Fee options
Fixed fee engagements for financial consulting based on estimated effort and duration
0.50% to 1.50% annually (based on complexity and asset level, fees negotiable)
Up to $500 per hour for financial consulting services
Up to 10% of gains annually for Qualified Clients with at least $1,100,000 managed or $2,200,000 net worth, subject to high-water mark
Account minimum: $1,000,000 (may be reduced at sole discretion of Advisor) Fee-only: Investment advisory fees based on assets under management; financial consulting fees hourly or fixed fee
Main office location
Revland Wealth Advisors
Ambler PA, United States
Number of offices
1
Most active in
Revland Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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