REVUP Private Wealth

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

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

Overview

REVUP Private Wealth is a New York–based private wealth advisory firm that focuses on holistic financial planning for clients including non-traditional households, LGBTQ+ investors, U.S.-based expats, dual citizens, and professionals such as attorneys, doctors, entrepreneurs, executives, technologists, retirees, and retirement plan sponsors. The firm highlights services spanning retirement planning, tax planning strategies, estate planning strategies, personalized investment management, private investment opportunities, and business planning strategies. It serves clients in and around the Upper East Side in New York, NY and Jericho, NY, and identifies its advisory approach as independent and fiduciary, emphasizing transparency, the absence of proprietary products, and alignment with client goals. Securities and investment advisory services are offered through Osaic Wealth, Inc. (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

REVUP Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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