Revolve Wealth Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 698
- Avg AUM / client
- $2.0M
- Accounts
- 2,450
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 386 | $147M | 10.3% |
| High net worth individuals | 288 | $1.2B | 87.0% |
| Pension and profit sharing plans | 24 | $38.2M | 2.69% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Lawrence Katz | Managing Member | CFP | Apr 2017 (9y) | 50% – 75% |
| Logan Matthew Trenz | Chief Compliance Officer | CFP | Apr 2017 (9y) | Less than 5% |
| Michael Scott Israel | Managing Member | CFP | Apr 2017 (9y) | 50% – 75% |
| Daniel Miller Kimeldorf | Registered representative | CFP CFA | Jan 2021 (6y) | |
| Jake Steinberg | Registered representative | CFP | Mar 2021 (5y) | |
| Amy Lisa Brackett | Registered representative | CFP CFA | Jun 2021 (5y) | |
| Jack Ryan Baron | Registered representative | Oct 2022 (4y) | ||
| Robert Biesiada | Registered representative | CFP | Oct 2023 (3y) | |
| Isaac Kohn Claar | Registered representative | CFP | Nov 2023 (3y) | |
| Megan Grusczynski | Registered representative | CFP | Feb 2025 (1y) | |
| Richard Burton Rowehl | Registered representative | Oct 2025 (1y) | ||
| Steve Ellis Garrett | Registered representative | Jan 2026 (1y) | ||
| Vincent Edward Velicov | Registered representative | Jan 2026 (1y) | ||
| Cara Geralyn Mastrangelo | Registered representative | CFP | May 2026 (0y) |
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) | 06/04/2026 | 943 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (89% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗