Firm profile

REVOLVE WEALTH PARTNERS, LLC

HACKENSACK, NJCRD 286643Latest ADV March 20, 2026

Revolve Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hackensack, NJ. Its latest Form ADV filing, dated March 20, 2026, reports $1.4B in regulatory assets under management, 19 employees, 2 offices, and 2,450 accounts.

Assets Under Management
$1.4B
Employees
19
Offices
2 offices
Total Clients
698
Primary office
HACKENSACK, NJ
411 HACKENSACK AVENUE, SUITE 1005, HACKENSACK, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLogan M. Trenz

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
386
2
HNWI
41.3%
288
3
Pension Plans
3.4%
24

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 20, 2026
Discretionary100.0%
$1.4B
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$1.4B
Total Accounts2,450
10Y AUM Change+$1.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee37:1
10Y Employee Change+13 (+216.7%)

* 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.