Revolution Wealth, LLC logo

Revolution Wealth, LLC

Updated today

Client assets under management

$49,460,000

Clients

107

16% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

36

Low

Average account size

$462,243

About

Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm delivers individualized Investment Policy Statements and ongoing discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds and insurance products, along with one-time or limited-scope financial plans.

The firm applies a mix of fundamental, quantitative, and technical analysis informed by modern portfolio theory, and uses both long- and short-term trading as appropriate to client goals and risk tolerances. Accounts are reviewed at least quarterly, the firm generally seeks discretionary trading authority, and it documents client risk profiles and allocation decisions in each client’s Investment Policy Statement.

Distinctive features include formal affiliations with an accounting practice and a licensed insurance agency, and personnel who offer accounting services and commissionable insurance products — relationships that are uncommon among similarly sized supported firms and that the brochure identifies as potential conflicts of interest. The firm discloses that clients are not required to use affiliated services, notes an arrangement with PBMares Wealth Management, and describes custodial relationships that can provide research or other soft-dollar benefits.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities Real estate investing

Fee options

Fixed

Financial planning fixed fee between $2,500 and $10,000 depending on complexity

Percentage

$100,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - and up: 0.40%

Project-based

$225 per hour for financial planning

Other

Account minimum: $100,000

Main office location

Revolution Wealth, LLC

5180 Parkstone Dr Suite 240

Chantilly VA 20151, United States

Number of offices

1

Most active in

Maryland · Virginia

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

Andrew E

CFP®, ChFC®, Series 63, Series 65

Chantilly, VA

Revolution Wealth, LLC

Andrew Evans is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at Revolution Wealth, LLC and has previously worked at PBMares Wealth Management, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, Evans works as an independent insurance sales professional, focusing on life, disability, long-term care, and fixed annuities. Revolution Wealth, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading across various asset classes while maintaining close integration with accounting and insurance services.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities Real estate investing
user avatar

Bradley W

Series 63, Series 65

Chantilly, VA

Revolution Wealth, LLC

Bradley Wilks is a financial advisor with Revolution Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at PBMares Wealth Management, Lindsey Financial Solutions, PBMARES Insurance Solutions, and Mass Mutual Greater Washington. Wilks is also an Independent Insurance Agent. Revolution Wealth provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis, offering both long- and short-term trading strategies across various asset classes.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities Real estate investing
user avatar

Josiah H

Series 65

Chantilly, VA

Revolution Wealth, LLC

Josiah Hunter is a financial advisor at Revolution Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lindsey Business Group, which offers various insurance products, and JR Hunter, Inc., a CPA and tax preparation business. Revolution Wealth, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a combination of fundamental analysis, quantitative models, and technical analysis, managing approximately $53.5 million across about 75 client relationships with a focus on both long-term and short-term investment strategies.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities Real estate investing
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