REVISION WEALTH MANAGEMENT LLC

REVISION WEALTH MANAGEMENT LLC of GAINESVILLE, FL is an SEC-registered investment adviser (CRD 328408). Regulatory assets under management: $13.0M.

Registration

• CRD: 328408
• Type: Registered investment adviser
• Location: 3434 SW 24TH AVENUE, GAINESVILLE, FL, 32607
• Phone: 800-564-8464
• Latest filing: 2026-06-09
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 3
• Accounts: 240

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 328408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search