Dakota
Dakota
Book a Demo
Talk to an Expert

Revolve Wealth Partners, Llc

EST. AUM
$1,421,854,687

CONTACTS
8

CLIENT ACCOUNTS
2,450

Firm Details

Metro area New York City
CRD Number 286643
Website revolvewealth.com
Client types

Overview

The Revolve team operates from Hackensack, New Jersey, and New York City, managing assets for over 300 families. The firm combines sophisticated market insights with strong client service operations, leveraging the personal experiences and knowledge of its members to continually enhance the services provided. Revolve aims to deliver personalized assistance, fostering trust and offering clients access to external managers tailored to their investment life stages. The team takes pride in the value added to the multi-generational family relationships it serves and is committed to evolving and finding innovative ways to support its clients.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy