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Isaac Kohn Claar

Revolve Wealth Partners, LLC

Hackensack, NJ

CRD 7404202

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Employer firm

Revolve Wealth Partners, LLC CRD 286643

$1.42B regulatory AUM 5 advisory clients

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
Revolve Wealth Partners, Llc

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-30
  • NJ RA
    APPROVED
    Since 2023-11-30

Branch Locations

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601 • 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
Revolve Wealth Partners, Llc Hackensack NJ 07/2023 Present
Revolve Wealth Partners Hackensack NJ 07/2023 Present
Solomon Schechter Middle School Hartsdale NJ 07/2013 07/2023
  • 07/2023 → Present
    Hackensack, NJ
  • 07/2023 → Present
    Revolve Wealth Partners
    Hackensack, NJ
  • 07/2013 → 07/2023
    Solomon Schechter Middle School
    Hartsdale, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-18
  • S65 Uniform Investment Adviser Law Examination
    2023-11-18
Designations
  • Certified Financial Planner
Other Names
  • Isaac Kohn Claar
  • Isaac K Claar

View on SEC IAPD

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