Revisor Wealth Management is an investment advisor in Solon with $920.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464409535
SEC advisor number
801-120505
FINRA CRD number
169814
AUM ?
$1.72 bn
(as of 25 Mar 24)
Accounts
6,259
(as of 25 Mar 24)
Employees
10
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Nov 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23