Revolution Wealth Management was formed in September 2011 to provide acces to comprehensive financial planning and independent wealth management advice to help clients navigate the path toward financial confidence. Our mission is to team with our clients to develop, organize, manage, and monitor a strategy to improve their financial affairs. It is our passion to build long-lasting, meaningful relationships based on trust, integrity, and personalized service. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.revwm.com.
View Top Employees from Revolution Wealth Management| Website | http://www.liveoakinvestors.com |
| Revenue | $6 million |
| Employees | 10 (10 on RocketReach) |
| Founded | 2011 |
| Address | 114 Oak Park Drive, Boerne, Texas 78006, US |
| Phone | (210) 403-0937 |
| Technologies |
JavaScript,
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| Industry | Investment Management, Business Services General, Business Services |
| Competitors | DCJ Global Wealth Management, Eagle Retirement Group, GilesMcPhail Wealth Management, Sunrise Wealth Partners, LLC |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies |
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Revolution Wealth Management Questions
The Revolution Wealth Management annual revenue was $6 million in 2024.
Thomas Davila is the President and Wealth Manager of Revolution Wealth Management.
10 people are employed at Revolution Wealth Management.
Revolution Wealth Management is based in Boerne, Texas.
The NAICS codes for Revolution Wealth Management are [561, 561110, 56111, 56, 5611].
The SIC codes for Revolution Wealth Management are [874, 87].
Top Revolution Wealth Management Employees
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ViewHarvey Lopez
Wealth Manager - Vice President at Revolution Wealth Management
McAllen, Texas, United States11 -
ViewHarvey Lopez
Wealth Manager - Vice President at Revolution Wealth Management
McAllen, Texas, United States11 -
View
Carlos Salazar
Vice president - Financial Advisor at Revolution Wealth Management
San Antonio, TX, US21 -
ViewMatthew Perez
Vice President and Wealth Advisor at Revolution Wealth Management
McAllen, Texas, United States12 -
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