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REVALUE LLC
CRD 165499 · SEC 801-132390
2 FULTON ST W, GRAND RAPIDS, MI, 49503, United States
Phone
888-642-2728
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.5M
Discretionary AUM
$128.5M
Team
8 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsSUBSCRIPTION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $25.5M |
| High net worth individuals | 152 | $68.4M |
States served
CA, MD, MA, MI, MN, NY, NC, PA, TX
All web addresses on file
Official SEC filing: View on IAPD