← Back to searchVisit website
REVISION WEALTH MANAGEMENT LLC
CRD 328408
3434 SW 24TH AVENUE, SUITE E, GAINESVILLE, FL, 32607, United States
Phone
800-564-8464
Fax
352-271-7132
Registration
— (—)
Source
State registered
Total AUM
$13.0M
Discretionary AUM
$13.0M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD