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Ethan N. Dunbar

Revisor Wealth Management LLC

Akron, OH

CRD 6650876

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Employer firm

Revisor Wealth Management LLC CRD 169814

$2.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Revisor Wealth Management Llc

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-06-10
  • OH RA
    APPROVED
    Since 2016-06-10

Branch Locations

2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Revisor Wealth Management Llc Solon OH 05/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-10
  • S65 Uniform Investment Adviser Law Examination
    2016-06-10

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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