NEW YORK, NYCRD 322894Latest ADV February 24, 2026
Revolut Wealth Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated February 24, 2026, reports $6M in regulatory assets under management, 5 employees, and 8,441 accounts.
Assets Under Management
$6M
Employees
5
Offices
--
Total Clients
8,441
Primary office
NEW YORK, NY
107 GREENWICH STREET, 20TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
8,441
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of February 24, 2026
Discretionary100.0%
$6M
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.
Total AUM$6M
Total Accounts8,441
10Y AUM Change+$6M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1688:1
10Y Employee Change-3 (-37.5%)
* 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.