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REVISIONIST WEALTH ADVISORS, LLC
CRD 299706
107 E LANCASTER AVE, DOWNINGTOWN, PA, 19335, United States
Phone
484-517-4422
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $4.1M |
| High net worth individuals | 6 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD