REVO FINANCIAL, LLC

REVO FINANCIAL, LLC of BARTLESVILLE, OK is an SEC-registered investment adviser (CRD 172646). Regulatory assets under management: $135.4M.

Registration

• CRD: 172646
• SEC file number: 801-132034
• Type: Registered investment adviser
• Location: 117 W. 5TH STREET, #402, BARTLESVILLE, OK, 74003
• Phone: 918-336-7877
• Latest filing: 2026-06-02
• Regulatory AUM: $135.4M
• Discretionary AUM: $120.3M
• Non-discretionary AUM: $15.2M
• Clients: 3
• Accounts: 299

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search