RIA Intel›Advisers›Pennsylvania›REVISIONIST WEALTH ADVISORS, LLC

REVISIONIST WEALTH ADVISORS, LLC

Advisory

DOWNINGTOWN, PA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in PA

#1,276

of 1,528 advisers by AUM

Average account

$276K

across 62 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

41 clients

6 high-net-worth

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

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

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