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REVISOR WEALTH MANAGEMENT LLC
CRD 169814 · SEC 801-120505
2650 W. MARKET ST., 2ND FLOOR, AKRON, OH, 44333, United States
Phone
(440) 248-3355
Fax
(440) 248-3355
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.53B
Discretionary AUM
$2.53B
Team
11 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2533 | $659.6M |
| High net worth individuals | 537 | $1.74B |
| Pension/profit sharing plans | 2 | $4.9M |
| Charitable organizations | 27 | $81.0M |
| Corporations/business entities | 33 | $47.3M |
States served
CA, OH, TX, FL
All web addresses on file
- https://www.linkedin.com/in/landon-jones-mba-cfp%C2%AE-clu%C2%AE-8724a77/
- https://www.directindex.us/
- HTTPS://WWW.FACEBOOK.COM/REVISORPARTNERS/
- HTTP://WWW.REVISORPARTNERS.COM/
- https://www.revisorwealth.com/
- https://x.com/REVISORWEALTH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/REVISOR-WEALTH-MANAGEMENT-PARTNERS/
- https://www.linkedin.com/company/revisor-group/
- HTTPS://WWW.FACEBOOK.COM/REVISORWEALTHSOLUTIONS/
- https://www.revisorgroup.com/
- https://www.instagram.com/revisor_group/
Official SEC filing: View on IAPD