REVISIONIST WEALTH ADVISORS, LLC

REVISIONIST WEALTH ADVISORS, LLC of DOWNINGTOWN, PA is an SEC-registered investment adviser (CRD 299706). Regulatory assets under management: $17.1M.

Registration

• CRD: 299706
• Type: Registered investment adviser
• Location: 107 E LANCASTER AVE, DOWNINGTOWN, PA, 19335
• Phone: 484-517-4422
• Latest filing: 2026-01-22
• Regulatory AUM: $17.1M
• Non-discretionary AUM: $17.1M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search