SEC-registered wealth management firm Broker-dealer affiliated
Revolut Wealth Inc.
As of its Form ADV filed February 24, 2026, Revolut Wealth Inc., an SEC-registered, broker-dealer affiliated wealth management firm in New York, New York, reported $5.5 million in regulatory assets under management across 8,441 accounts, ranking #1059 among all wealth firms in New York by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 322894
- SEC file number
- 801-127056
- Registered since
- February 13, 2023
- Latest Form ADV filing
- February 24, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $5.5 million
- Discretionary
- $5.5 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 8,441 (8,441 discretionary)
- Clients
- 8,441, approximate as reported
- Employees
- 5
- Advisory staff
- 5 performing investment advisory functions
- Average account
- $654
- Asset growth, 1 year
- 225.6% (from $1.7 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 42.8% (from 5,911)
Broker-dealer affiliated. The firm is affiliated with a bank (Item 7.A(8)) that is part of a group with a broker-dealer (Item 7.A(1)) or controlled by a public company (Schedule D, Item 10.A). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 5, 2023 | $0 |
| October 1, 2024 | $496,673 |
| September 2, 2025 | $1.7 million |
| October 2, 2026 | $5.5 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 8,441 clients | $5.5 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Portfolio management for individuals or small businesses
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Banking or thrift institution
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Conservative Equity Investment Advisors | Gloversville | $5.6 million |
| Next Pronto Capital Advisors | New York | $5.5 million |
| Centerfin Capital | New York | $5.5 million |
| Wieder Financial Corp. | Yonkers | $5.5 million |
| Angel Wealth Advisors | Astoria | $5.4 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Revolut Wealth Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.revolut.com/en-us/automated-investing
- Wealth management firms in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.