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REVO FINANCIAL, LLC

CRD 172646 · SEC 801-132034

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117 W. 5TH STREET, #402, BARTLESVILLE, OK, 74003, United States

Phone

918-336-7877

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$135.4M

Discretionary AUM

$120.3M

Team

3 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals132$29.8M
High net worth individuals34$105.6M

States served

OK, TX

All web addresses on file

Official SEC filing: View on IAPD