REVERE WEALTH MANAGEMENT LLC
SEC RegisteredWhere Strategy Meets Opportunity
About the firm
Established in 1983, Revere Securities has built a reputation for trusted guidance, disciplined execution, and enduring client relationships. From offices in New York, Boca Raton, and Boston, the firm serves corporations, institutional investors, and high-net-worth individuals with a focus on long-term value creation. Its professionals have advised on and executed billions of dollars in transactions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic investment banking, advisory, and wealth management solutions, including capital raises, mergers & acquisitions, complex transactions, independent advisory, and comprehensive portfolio management and financial planning.
Who they serve
Corporations, institutional investors, and high-net-worth individuals (including ultra-high-net-worth clients)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 97 | $40M |
| High Net Worth Individuals | 4 | $38M |
101 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Flat Fee - $0 to $249,999 | 2.50% |
| Flat Fee - $250,000 to $499,999 | 2.25% |
| Flat Fee - $500,000 to $999,999 | 2.00% |
| Flat Fee - $1,000,000 to $3,000,000 | 1.50% |
| Flat Fee - More than $3,000,000 | 1.00% |
| Ladder Fee - Assets up to $249,999 | 2.50% |
| Ladder Fee - $250,000 to $499,999 | 2.25% |
| Ladder Fee - $500,000 to $999,999 | 2.00% |
| Ladder Fee - $1,000,000 to $3,000,000 | 1.50% |
| Ladder Fee - All assets over $3,000,000 | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REVERE WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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