Revant Wealth

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website revantwealth.com
Client types

Overview

Revant Wealth is a financial services firm that provides personalized private wealth strategies to help individuals, families, and businesses turn their financial goals and dreams into actionable plans. The firm offers holistic financial solutions including retirement and tax planning, investment management, estate strategies, and guidance on benefits and compensation. Revant Wealth operates through a team of skilled professionals, including Certified Financial Planners®, MBAs, and ERISA plan strategists, grounded in the belief that dreams deserve a plan. The company name, derived from the French word for “dreaming,” reflects the firm’s mission to guide clients toward confident and purposeful financial futures. Revant Wealth was formed in January 2025 as Revant Wealth, LLC, headquartered at 9481 Irvine Center Drive, Irvine, CA 92618, and is active according to California state records. The firm operates under Independent Advisor Alliance, LLC for its investment advisory services, and securities are offered through LPL Financial, Member FINRA/SIPC.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Revant Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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