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Revisor Wealth Management

Company Profile

Company profile

Website

www.revisorwealth.com/

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)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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