RIA Intel›Advisers›Virginia›REVOLUTION WEALTH, LLC

REVOLUTION WEALTH, LLC

Advisory

CHANTILLY, VA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in VA

#540

of 588 advisers by AUM

Average account

$319K

across 185 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$59M

Discretionary AUM$49M

Non-Discretionary AUM$10M

Discretionary %83.9%

Total Clients109

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, VA

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

109 clients

17 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

HILLEBRAND FINANCIAL PLANNING LLC

$59M

MILLER ASSET SOLUTIONS LLC

$59M

LASTING LEGACY WEALTH MANAGEMENT, LLC

ALEXANDRIA, VA

$59M

HERONWOOD CAPITAL LLC

$59M

BLUE ROCK FINANCIAL SERVICES, INC.

$59M

MCKAY WEALTH MANAGEMENT GROUP LLC

RICHMOND, VA

$59M

Get the full picture on REVOLUTION WEALTH, LLC

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

Create a free account →See plans