Revere Wealth Management Llc
- Regulatory AUM
- $78.3M
- Discretionary
- $78.3M
- Clients
- 101
- Avg AUM / client
- $775K
- Accounts
- 101
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 97 | $39.9M | 50.9% |
| High net worth individuals | 4 | $38.4M | 49.1% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moreno, William, Francis | Ceo/Executive Chairman | Jun 2009 (17y) | ≈ 18.75% – 50% via Revere Investment Holdings Llc | |
| Scott Howard Fullman | President / Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Fitzgerald Miller | Registered representative | Apr 2023 (3y) | ||
| Dajun Xu | Registered representative | Jun 2024 (2y) | ||
| Yuelin Liu | Registered representative | May 2025 (1y) | ||
| Devin Osceola Cottrell | Registered representative | Feb 2026 (0y) | ||
| Kyle Thomas Kadish | Registered representative | Mar 2026 (0y) | ||
| Jacqueline B Sherry | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revere Investment Holdings Llc | Shareholder | Jan 2014 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Moreno, William, Francis: 25% – 50% of Revere Investment Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Intl Fcstone Financial Inc. $77.1M (88% of AUM) Jun 2020
- Stonex Financial Inc. $63.7M (81% of AUM) Mar 2026
- Charles Schwab & Co. $14.6M (19% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗