Revisor Wealth Management is an investment advisor in Solon with $920.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464409535
SEC advisor number
801-120505
FINRA CRD number
169814
AUM ?
$920.57 mm
(as of 23 Jun 23)
Accounts
2,705
(as of 23 Jun 23)
Employees
10
(8 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 4:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
LRJ Consulting, Inc. | Holding Company/parent | 12/2013 | > 75% |
Jones, Landon, Ray | President, CEO and CCO | 02/2004 | < 5% |
Jones, Landon, Ray | President | 10/2005 | > 75% |
Dunbar, Ethan, N. | Chief Operations Officer | 03/2018 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Nov 23
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23