GRAND RAPIDS, MICRD 165499Latest ADV March 27, 2026
Revalue LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 27, 2026, reports $129M in regulatory assets under management, 8 employees, 8 offices, and 501 accounts.
Top client segmentHNWI represent 59.8% of total clients.
Top client categories% of clientsClients
1
HNWI
59.8%
152
2
Individuals
40.2%
102
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 27, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$129M
Total Accounts501
10Y AUM Change+$25M (+23.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.