RIA Intel›Advisers›Florida›REVISION WEALTH MANAGEMENT LLC

REVISION WEALTH MANAGEMENT LLC

Advisory

GAINESVILLE, FL

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in FL

#2,124

of 2,610 advisers by AUM

Average account

$54K

across 240 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

118 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

KNIGHT FINANCIAL INVESTMENTS, LLC

$13M

LADIN FINANCIAL GROUP INC.

CORAL GABLES, FL

$13M

MICROSIGMA CAPITAL MANAGEMENT, LLC

$13M

RICHARD A. STEBBINS

$13M

ROCKYSTREAM ADVISOR, LLC

$13M

INDEX PORTFOLIO ADVISORS, LLC

$13M

Get the full picture on REVISION WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track REVISION WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans